Advisor at Elm Asset Management Inc.
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Firm
Elm Asset Management Inc.
Location
Denton, TX 76205
Credentials
Series 65
Industry experience
2 years
Jeffrey Rayburn is a financial advisor at Elm Asset Management Inc. in Denton, TX, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked at BT Americas, Inc. for 11 years. Outside of his advisory work, he owns and operates Tingewick Holdings, LLC, a part-time bookkeeping and tax services business for individuals and small businesses. Elm Asset Management Inc. provides discretionary investment management for individuals, trusts, estates, pension and profit-sharing plans, as well as charitable organizations and corporate clients. The firm employs a combination of charting, fundamental and technical analysis, and cyclical trend assessment to implement growth and income strategies, managing separately managed accounts with a focus on individualized client profiles and discretionary management.
Based on Elm Asset Management Inc.
$0 - $250,000: 1.50% $250,000 - $750,000: 1.00% $750,000+: 0.50%
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $200 Fee-only: Management fee only; no commissions or other compensation received
1121 Dallas Drive, Suite 1
Denton, TX 76205
Texas
Tingewick Holdings, LLC
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
BT Americas, Inc.
2010 - 2021 (11 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 66
Northlake, TX
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