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, individually owned registered investment adviser that has been SEC-registered since 2004. The firm focuses on serving individual and family clients, combining financial planning with discretionary portfolio management for individuals and small businesses. Compensation comes primarily from a percentage-of-AUM fee schedule and hourly charges; the firm also acts as an insurance broker. Rainey & Randall does not identify as an ESG-focused manager and is not structured as a capital allocator. FA Magazine included the firm on a Top RIA Firms list 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$657M in ETFs
93%
$613M
7%
$44M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Passive | Large Growth | $113M | 3,131,479 | 17.12% |
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
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