Colby Davis
RHS Financial · San Francisco, California
Colby Davis is a fee-only financial advisor at RHS Financial in San Francisco, California, who holds the CFA credential. Colby charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on equity compensation and tax planning.
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Specialties
Who they serve
- Tech employees
- Ultra high net worth
Facts
| Firm | RHS Financial |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $219.8M across 451 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 6452013 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rhsfinancial.com |
| Profile |
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Questions about Colby
Is Colby Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colby holds no broker registration, and RHS Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colby charge for financial advice?
Colby charges a percentage of assets.
How much does Colby charge?
According to RHS Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Colby Davis based?
Colby Davis is based in San Francisco, California.
What does Colby specialize in?
Colby's specialties include equity compensation and tax planning. Colby works with tech employees and ultra high net worth.
What credentials does Colby Davis hold?
Colby Davis holds the CFA credential.
Is Colby Davis registered with the SEC?
Yes. Colby Davis is registered as an investment adviser representative in CA (CRD 6452013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RHS Financial manage?
RHS Financial reports $219.8M across 451 accounts in assets under management.
How do I contact Colby Davis?
Through Colby's website, rhsfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- RHS Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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