RELIABLE MUNICIPAL ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
BETSY LAYNE, Kentucky
CRD number
281860
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Reliable Municipal Advisors, LLC is a small, privately owned advisory firm organized as an LLC that positions itself to serve institutional clients while also listing financial planning and portfolio management for individuals and small businesses among its advisory activities. The firm charges on a percentage-of-assets basis and can bill hourly, which suggests a mix of ongoing portfolio oversight and project-based work. Reliable Municipal Advisors is not an active ESG investor, is not structured as a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm has an industry affiliation with a law firm, a connection that may point to a focus on municipal or compliance-sensitive engagements where legal coordination is important. Its name and institutional client emphasis imply municipal finance or public-sector advisory competence, but the firm also documents the capability to provide direct portfolio management and financial planning to smaller private clients.

Assets & Accounts

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

Contacts

2 of 2
  • ANTHONY DAVIS

    OwnerCRD 6170153

  • BRETT DAVIS

    OwnerCRD 6170187

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BETSY LAYNE, KY

FLOYD

Location

BETSY LAYNE, KY

Headquartered in BETSY LAYNE, KY, in the South of the United States.

Region
South
County
FLOYD
Address
11105 23
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth