# RPR Financial

> RPR Financial is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 316557
- Filed as: RPR FINANCIAL
- Legal name: RPR Financial Advisors LLC
- Also doing business as: RPR CPAS & ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316557
- AdvisorCensus page: https://advisorcensus.com/firm/rpr-financial-overland-park-ks-316557

## Quick answers

**How is RPR Financial compensated?**
On its Form ADV (Item 5.E, October 2026), RPR Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is RPR Financial located?**
RPR Financial's principal office is in Overland Park, KS, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is RPR Financial registered with the SEC or a state?**
RPR Financial is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 316557.

**How much does RPR Financial manage?**
RPR Financial reports $162,050,078 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have RPR Financial's assets and staff changed since 2024?**
In the Form ADV data for RPR Financial: Regulatory assets under management: $118,486,497 in the October 2024 data and $162,050,078 in the October 2026 data, up 37%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RPR Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (221); high net worth individuals (38).

**Which custodians does RPR Financial use?**
RPR Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does RPR Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316557

**Does RPR Financial state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "RPR Financial generally requires a minimum account size of $50,000. RPR Financial, in its sole discretion, may waive the required minimum."

**What changed in RPR Financial's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $128,821,817 to $162,050,078 (+26%). Added an office in Mission, KS.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> RPR Financial generally requires a minimum account size of $50,000. RPR Financial, in its sole discretion, may waive the required minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $162,050,078
- Discretionary: $162,050,078
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $41,582,116 |
| High net worth individuals | 38 | $120,467,962 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Mission, KS
- Prosper, TX

### Websites listed on Form ADV (Item 1.I)
- rprfinancial.com
- LinkedIn @rpr-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $118,486,497 | 3 | March 8, 2024 |
| October 2025 | $128,821,817 | 3 | July 16, 2025 |
| October 2026 | $162,050,078 | 4 | February 25, 2026 |

Regulatory assets under management: $118,486,497 in the October 2024 data and $162,050,078 in the October 2026 data, up 37%.
Total employees: 3 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $128,821,817 to $162,050,078 (+26%).
- Added an office in Mission, KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RPR Financial (CRD 316557): Form ADV filing data as of October 2026.