Colby Davis has been an investment adviser representative at RHS Financial since April 2015, and is not listed among the firm’s executive officers or direct owners.
RHS Financial, LLC is a San Francisco, CA firm with $220M under management, 136 clients and 2 advisers across 3 offices, as of its April 2026 filing.
Colby Davis is Chief Investment Officer of RHS Financial, based in San Francisco. With the help of software engineers, he developed the firm's proprietary investment management software.
- RHS Financial, LLCCurrent– present · 11 yearsSan Francisco, CA · Adviser representative · Firm CRD 149435
Professional designations
Listed by RHS Financial
- CFA
Investment adviser representative registrations
Colby Davis is registered as an investment adviser representative in California, since April 2015.
- CaliforniaSince 16 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 15 October 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 April 2015 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6452013
- Firm
- RHS Financial · CRD 149435
- Office
- 4171 24TH STREET, SUITE 101, San Francisco, CA 94114
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rhsfinancial.com
Where does Colby Davis work?
Colby Davis is an investment adviser representative registered through RHS Financial, LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Colby Davis a financial advisor?
Yes. Colby Davis has a current investment-adviser registration in California, through RHS Financial since April 2015.
How many years of experience does Colby Davis have?
Colby Davis has 11 years in the financial industry, since April 2015, across 1 adviser firm.
What exams has Colby Davis passed?
Colby Davis has passed 2 licensing exams: the Series 65 and Series 3. The earliest, the Series 65, was passed in April 2015.
Where is Colby Davis based?
Colby Davis’ registered office is in San Francisco, CA.
Is Colby Davis registered with FINRA?
No. Colby Davis has no current broker registration.
Is Colby Davis a CFA charterholder?
RHS Financial lists Colby Davis with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Colby Davis’ record?
Search CRD 6452013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colby Davis’ full registration record.
