# RJR Financial Services

> RJR Financial Services is a state-registered investment advisory firm in Newport Beach, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 133700
- Filed as: RJR FINANCIAL SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133700
- AdvisorCensus page: https://advisorcensus.com/firm/rjr-financial-services-newport-beach-ca-133700

## Quick answers

**How is RJR Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), RJR Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RJR Financial Services located?**
RJR Financial Services' principal office is in Newport Beach, CA, according to its Form ADV.

**Is RJR Financial Services registered with the SEC or a state?**
RJR Financial Services is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 133700.

**How much does RJR Financial Services manage?**
RJR Financial Services reports $47,856,500 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does RJR Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79).

**Does RJR Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133700

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $47,856,500
- Discretionary: $47,856,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $47,856,500 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RJR Financial Services (CRD 133700): Form ADV filing data as of October 2026.