Dba/Rankin Capital Investment Management

Overview

Dba/Rankin Capital Investment Management is a small, owner-operated advisory focused on portfolio management for individuals and small businesses. The firm runs as a sole proprietorship and targets private clients and families, using a mix of percentage-of-AUM and fixed fee arrangements. Investment activity centers on equity-led portfolios with a clear preference for exchange-traded instruments, supplemented by traditional fixed income and third-party alternative managers where appropriate. The adviser does not position itself as an ESG investor and operates under a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices