Rainier Capital Investments LLC

RIASEC Registered
Total AUM
$45M
Discretionary
$45M
100% of AUM
Avg account
$500K
Accounts
90
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
304311
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rainier Capital Investments LLC is a small, independent RIA focused on serving individuals and families with financial planning and discretionary portfolio management for smaller private clients and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and operates as an individual-owned LLC rather than a multi-state or institutional allocator. Investment activity shows a clear tilt toward public equities delivered through exchange-traded instruments, with discretionary management across client accounts. The firm does not position itself as an ESG investor and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Chase Munoz

    Chase Munoz

    OwnerCRD 4839482

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth