RATIONAL CAPITAL ADVISORS LLC

Overview

Rational Capital Advisors LLC is a small, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fees — percentage of assets under management, hourly fees and fixed fees — which signals flexibility in how it structures engagements depending on client needs. Its filings classify it as an unclassified, single-owner adviser that does not describe itself as an active ESG investor, pension consultant, or multi-state adviser. Investment activity is concentrated and equity-centered. The adviser reports a clear preference for exchange-traded equities and uses managed separate accounts, which aligns with a hands-on, discretionary approach to managing client portfolios. Given the modest asset base, the firm operates at a boutique scale and appears positioned to deliver customized, fee-based planning and discretionary equity management rather than broad institutional services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices