RAINEY & RANDALL WEALTH ADVISORS, INC.
Firm details
- Headquarters
- CELEBRATION, Florida
- CRD number
- 116251
- Registered since
- September 16, 2004
- Website
- www.raineyrandall.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI93.92%
- Individuals6.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rainey & Randall Wealth Advisors, Inc. is an independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm combines fee-based portfolio management (percentage of AUM) with hourly financial planning work and also acts as an insurance broker. Investment activity centers on equity exposure delivered largely through exchange-traded products, supplemented by select individual equity positions and allocations to external alternative managers. The firm does not position itself as an ESG investor. Rainey & Randall was SEC-registered in 2004 and was named a Top RIA Firm by FA Magazine in 2020.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities61%
- Investment Grade Corp Bonds13%
- Public Funds/Mutual Funds13%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2MARISA PREVATT
Chief Compliance OfficerCRD 5629919
MICHAEL RAINEY
CEOCRD 2316398
Contacts
3 of 3WAYNE RANDALL
Partner, PresidentCRD 2173538
JING QUAN
Wealth Advisor, PlannerCRD 5923867
DILLON DUNN
Financial ManagementCRD 7038428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$671M in ETFs
94%
$630M
6%
$41.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $91.4M | 2,996,245 | 13.62% |
Location
CELEBRATION, FL
OSCEOLA
Location
CELEBRATION, FL
Headquartered in CELEBRATION, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- OSCEOLA
- Address
- 610 Sycamore St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GOOD LIFE ADVISORS, LLC
RIACELEBRATION, FL
BLACK RAVEN INVESTMENTS, LLC
RIACELEBRATION, FL
TORI
RIACELEBRATION, FL
STRENTA INVESTMENT MANAGEMENT SERVICES, LLC
RIAMIAMI, FL
INTEGRITY FIXED INCOME MANAGEMENT
RIAORLANDO, FL
LEGACY WEALTH ADVISORS, LLC
RIANORTH MIAMI BEACH, FL