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Rational Capital Advisors LLC
RATIONAL CAPITAL ADVISORS LLC is an SEC-registered investment adviser in AMBLER, PA. The firm manages approximately $3 million in regulatory assets.
Rational Capital Advisors LLC
RATIONAL CAPITAL ADVISORS LLC is an SEC-registered investment adviser in AMBLER, PA. The firm manages approximately $3 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
2010
Location
Region
North America
Country
United States
Frequently asked questions
Who runs investment decisions at Rational Capital Advisors LLC?
The firm's founding principal and any named investment professionals are not publicly disclosed in SEC filings or marketing materials. Without a confirmed principal list, decision-making authority is attributed to the firm itself as a registered advisor.
Is Rational Capital Advisors LLC a family office or an RIA?
It is a registered investment advisor (RIA) under the Investment Advisers Act of 1940. It does not hold itself out as a family office. The firm is structured to serve multiple client families, consistent with an RIA business model rather than a single-family office.
What asset classes does Rational Capital Advisors LLC invest in?
The firm's publicly filed ADV forms indicate it invests in US and foreign equities, corporate and municipal bonds, ETFs, and money market instruments. It does not disclose allocation to alternatives or direct private investments.
Does Rational Capital Advisors LLC accept new clients?
The firm's current client acceptance status is unknown. It has not publicly advertised a minimum account size or solicited new relationships through a website or broker-dealer network in the last several years.
How is Rational Capital Advisors LLC compensated?
The firm charges a fee based on a percentage of assets under management, as is standard for RIAs. Its fee schedule has not been made public.
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