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 RIA structured as an LLC and SEC-registered in 2020. The firm is owned by an individual and serves a mix of individual and family clients alongside institutional relationships. Its primary revenue model is a percentage-of-AUM advisory fee, and the adviser combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Rayburn West does not self-identify as an active ESG investor, and it is not reported as a multi-state or capital-allocating 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

    Charles West

    Managing PartnerCRD 7386965

  • Charles West

    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 11

Active vs passive

$4.6M in ETFs

Passive

82%

$3.8M

Active

0%

$821K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD HEALTH CARE INDEX FUND (VHT)VanguardPassiveHealth$879K2,93819.05%
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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