MT. RAINIER GROUP, LLC
Firm details
- Headquarters
- MIAMISBURG, Ohio
- CRD number
- 295112
- Registered since
- April 4, 2018
Firm profile
FINTRXOverview
MT. Rainier Group, LLC is a small, SEC-registered adviser that operates primarily as a fund sponsor rather than a retail or institutional portfolio manager. Registered in 2018 and organized as a limited liability company, the firm’s public profile shows it does not operate as a multi-state advisory platform, is not classified as a capital allocator, and does not identify as an active ESG investor. The firm’s regulatory footprint and reported activity point to a narrow focus on managing pooled private capital rather than offering broad, fee-for-service wealth management to individual clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROBERT HOLZAPFEL
Chief Financial OfficerCRD 6040656
Contacts
2 of 2Zachary Rainwater
PartnerCRD 7656865
Kevin Hyland
PresidentCRD 7703666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMISBURG, OH
MONTGOMERY
Location
MIAMISBURG, OH
Headquartered in MIAMISBURG, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- MONTGOMERY
- Address
- 10510 Springboro Pike
- Time zone
- ET (UTC-5)
- Office locations
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