RL WRIGHT & ASSOCIATES, LLC

RIASEC Registered

Total AUM

$5.2M

Discretionary

$4.5M

87% of AUM

Avg account

$473K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAVANNAH, Georgia
CRD number: 171032
Website: rlwrightassociates.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RL Wright & Associates, LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm operates as a capital allocator, combining discretionary portfolio management with financial planning and consultant-style services, including selection of third-party advisers. Its stated fee arrangements include both a percentage-of-AUM component and fixed fees, reflecting a hybrid billing model common among boutique RIAs. Investment emphasis is on equities: the firm’s filings show a clear preference for exchange-traded securities as the primary vehicle for implementing client strategies. Management appears to favor liquid, exchange-listed exposures for core allocation while leveraging outside managers for selected alternative real estate commitments. The adviser is not positioned as an active ESG investor and is structured as an owner-operated LLC.