R5 Capital Management

Overview

R5 Capital Management is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individual and family clients. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are a mix of percentage-of-AUM billing and hourly charges, and the adviser is not positioned as a broad capital allocator; instead it appears to manage client assets directly rather than acting primarily as an allocator to other managers. Investment preference at R5 Capital Management tilts strongly toward equities. The firm’s filings show a clear bias for exchange-traded equities as the primary vehicle for client portfolios. R5 is not identified as an active ESG investor. Given the small asset base and the firm’s service mix, the approach looks tailored and hands-on, with more emphasis on customized equity exposure and traditional advisory work for individual and family clients rather than institutional multi-state or large-scale pension mandates.

Assets & Accounts

Public Holdings

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Location & Offices