MT. RAINIER GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMISBURG, Ohio
CRD number
295112
Registered since
April 4, 2018

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ROBERT HOLZAPFEL

    Chief Financial OfficerCRD 6040656

Contacts

2 of 2
  • Zachary Rainwater

    PartnerCRD 7656865

  • Kevin Hyland

    PresidentCRD 7703666

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth