RAYBURN WEST FINANCIAL SERVICES

RIASEC RegisteredEst. 2020
Total AUM
$243M
Discretionary
$198M
82% of AUM
Avg account
$1.7M
Accounts
142
Employees
2
Advisory reps
2

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
145264
Registered since
April 23, 2020
Website
www.rayburnwest.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI88.89%
  • Individuals10.91%
  • Charitable Organizations0.2%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rayburn West Financial Services is an independent registered investment adviser organized as an LLC and operating under an individual owner. The firm has been SEC-registered since 2020 and runs a fee model based on a percentage of assets under management. Core advisory services are financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. Client types include individuals and families as well as institutional clients. Rayburn West is not identified as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 82%, US Government Bonds 11%, Cash & Cash Equivalents 3%, Private Funds 2%, Investment Grade Corp Bonds 1%, Derivatives 1%82%
  • Exchange Traded Equities82%
  • US Government Bonds11%
  • Cash & Cash Equivalents3%
  • Private Funds2%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2

  • Charles West

    Managing PartnerCRD 7386965

  • CHARLES WEST

    Managing PartnerCRD 2205187

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$3.7M in ETFs

Passive

81%

$3M

Active

0%

$716K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD HEALTH CARE INDEX FUND (VHT)VanguardPassiveHealth$800K2,93821.69%
Unlock additional holdings →

Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
4117 Hillsboro Pike
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth