Rbfs Outside Services, Inc. (Colorado Springs)

Rbfs Outside Services, Inc. is an adviser based in Colorado Springs. It manages $52.25 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2008.

Rbfs Outside Services provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rbfs Outside Services: assets under management

The assets under management (AUM) of Rbfs Outside Services, Inc. is $52.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $52.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rbfs Outside Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rbfs Outside Services, Inc.

Rice E Brown has been acting as President since 1 Jan 2008. Sunni Renee Chaplin joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ann Copley Bowers	Chief compliance officer	1 Jan 2008	Other	1297147
Rice E Brown	President	1 Jan 2008	75% - 100%	600405
Joshua Kimball Beecher	Treasurer	1 Jan 2008	Other	4897205
Rex William Oliver	Secretary	1 Jan 2008	Other	1188372
Rice E. Brown	Cco	1 Sep 2008	Other	5785725
Sunni R. Chaplin	Compliance administrator	1 Mar 2010	Other	5785725
Sunni Renee Chaplin	Chief compliance officer	1 May 2010	Other	5785725
Rice E Brown	Cco	1 Aug 2010	75% - 100%	600405

Based in Colorado Springs

The principal office where Rbfs Outside Services, Inc. performs its advisory services is located at 3225 Templeton Gap Rd., Ste 210, Colorado Springs, CO 80907, which is also the mailing address of the firm. An additional office of the firm is in Fresno, CA. It doesn’t run an office outside of the United States.