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Rainey & Randall Wealth Advisors
RAINEY & RANDALL WEALTH ADVISORS, INC. is an SEC-registered investment adviser in CELEBRATION, FL, registered since 2004. The firm manages $918 million in...
Rainey & Randall Wealth Advisors
RAINEY & RANDALL WEALTH ADVISORS, INC. is an SEC-registered investment adviser in CELEBRATION, FL, registered since 2004. The firm manages $918 million in assets, $914 million on a discretionary basis. It employs 7 staff and 4 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Celebration
Corporate office
Tyler, TX, United States
Frequently asked questions
What services does Rainey & Randall Wealth Advisors provide?
The firm provides financial planning and investment advisory services to individual clients. Its core offerings likely include portfolio management, retirement planning, and insurance evaluation, consistent with a local registered investment advisor in the East Texas market. No detailed service list is publicly available from the firm's own disclosures.
Does Rainey & Randall manage institutional capital?
No. The firm's structure and public profile indicate it serves private individuals and families, not institutional investors. There is no evidence of pooled fund vehicles, co-investment platforms, or institutional separate accounts managed by the firm.
Who runs investment decisions at Rainey & Randall?
Principal names and specific investment decision-makers are not publicly available. Like many independent advisory firms of this scale, investment decisions are likely made by named advisors listed on regulatory filings and executed under the firm's compliance framework. No individual has been identified in published sources as a named portfolio manager.
How is Rainey & Randall Wealth Advisors compensated?
As a registered investment advisor, the firm likely operates on a fee-based model charging clients a percentage of assets under management or fixed planning fees. Specific fee schedules are not publicly documented but would be detailed in the firm's Form ADV Part 2, which must be provided to prospective clients under SEC rules.
Is Rainey & Randall affiliated with a larger broker-dealer or advisory network?
No affiliation with a larger broker-dealer network, corporate RIA platform, or aggregator has been identified. The firm appears to operate independently under its own SEC registration in Tyler, Texas. Without a disclosed corporate parent or network, it likely maintains full operational independence.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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