CELEBRATION, FLCRD 116251Latest ADV March 10, 2026
Rainey & Randall Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Celebration, FL. Its latest Form ADV filing, dated March 10, 2026, reports $918M in regulatory assets under management, 7 employees, 1 office, and 874 accounts.
Assets Under Management
$918M
Employees
7
Offices
1 office
Total Clients
332
Primary office
CELEBRATION, FL
610 SYCAMORE STREET, SUITE 340, CELEBRATION, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.0% of total clients.
Top client categories% of clientsClients
1
HNWI
59.0%
196
2
Individuals
41.0%
136
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$918Mas of March 10, 2026
Discretionary99.5%
$914M
100% of total RAUM99.5%
Non-discretionary0.5%
$4M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$918M
Total Accounts874
10Y AUM Change+$697M (+315.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee47:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.