Asset Manager

Updated:

Rational Capital Advisors LLC

Rational Capital Advisors LLC is a US-based registered investment advisor founded in 2010. It manages discretionary portfolios for high-net-worth clients.

Rational Capital Advisors LLC

Rational Capital Advisors LLC registered as an investment advisor with the SEC in 2010. The firm operates as a discretionary manager, meaning it makes buy-and-sell decisions on behalf of clients without requiring pre-trade approval. Its core service is constructing and rebalancing portfolios of publicly traded securities to meet specific risk and return targets. The firm's headquarters are in the United States, though no specific city has been publicly confirmed. It does not appear to manage commingled funds or institutional separate accounts at scale, instead focusing on individual advisory relationships. Client assets are custodied with third-party brokers, typical for the RIA channel. No recent operational events — such as new hires, AUM updates, or regulatory actions — have been reported in the last 24 months for Rational Capital Advisors LLC.

General information

Firm type

RIA

Year founded

2010

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

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.

Profile maintained by 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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