Rayburn West Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 5, 2026, reports $243M in regulatory assets under management, 2 employees, and 142 accounts.
Assets Under Management
$243M
Employees
2
Offices
--
Total Clients
142
Primary office
NASHVILLE, TN
4117 HILLSBORO PIKE, SUITE 208, NASHVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
82
2
HNWI
41.5%
59
3
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of March 5, 2026
Discretionary81.7%
$198M
82% of total RAUM81.7%
Non-discretionary18.3%
$44M
18% of total RAUM18.3%
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$243M
Total Accounts142
10Y AUM Change+$132M (+118.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee71:1
10Y Employee Change0 (0.0%)
* 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.