R5 Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 169098
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.62%
- Individuals19.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
R5 Capital Management is an independent, LLC-structured registered investment adviser serving individual and family clients. Ownership is held by an individual principal rather than a firm or institutional owner. The firm combines portfolio management with financial planning and offers consulting work for small-business retirement arrangements. Its fee approach mixes an asset-based advisory fee with hourly charges for planning or project work. R5 does not highlight ESG investing in its program and is organized to operate within a single state rather than as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- US Government Bonds28%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Stephen Ratchford
Managing Member And Chief Compliance OfficerCRD 5445424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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