Rainey & Randall Wealth Advisors, Inc.

RIASEC RegisteredEst. 2004
Total AUM
$918M
Discretionary
$914M
100% of AUM
Avg account
$1.1M
Accounts
874
Employees
7
Advisory reps
5

Firm details

Headquarters
Celebration, Florida
CRD number
116251
Registered since
September 16, 2004
Website
www.raineyrandall.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI93.92%
  • Individuals6.08%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rainey & Randall Wealth Advisors, Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 2004 and operates as a corporation. The firm serves individual and family clients, offering financial planning and portfolio management services geared toward individuals and small businesses. Its fee model combines a percentage-of-assets arrangement with hourly billing, and the firm also conducts insurance brokerage activities. Rainey & Randall does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.

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 61%, Investment Grade Corp Bonds 13%, Public Funds/Mutual Funds 13%, State & Local Bonds 6%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Derivatives 1%61%
  • Exchange Traded Equities61%
  • Investment Grade Corp Bonds13%
  • Public Funds/Mutual Funds13%
  • State & Local Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Marisa Prevatt

    Marisa Prevatt

    Chief Compliance OfficerCRD 5629919

  • Michael Rainey

    Michael Rainey

    CEOCRD 2316398

Contacts

3 of 3
  • Wayne Randall

    Wayne Randall

    Partner, PresidentCRD 2173538

  • Jing Quan

    Jing Quan

    Wealth Advisor, PlannerCRD 5923867

  • Dillon Dunn

    Dillon Dunn

    Financial ManagementCRD 7038428

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$763M in ETFs

Passive

94%

$715M

Active

6%

$47.3M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$106M3,124,54313.87%
Unlock additional holdings →

Location

Primary office

Celebration, FL

Osceola

Location

Celebration, FL

Headquartered in Celebration, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Osceola
Address
610 Sycamore St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth