Advisor at Capital Management Advisors LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Management Advisors LP
Location
Houston, TX 77084
Credentials
Series 63, Series 65
Industry experience
20 years
Richard Rainey is a financial advisor with Capital Management Advisors LP in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He is the founder and CEO of Capital Management Advisors GP, LLC and Capital Management Advisors LP, where he has worked since 2005. Outside of investment advisory, he is also an insurance agent specializing in life and long-term care products and operates a business consulting practice focused on reviewing business plans. Capital Management Advisors LP provides fiduciary investment consulting, portfolio design, and continuous asset management to individuals, families, trusts, retirement plans, and select pooled-vehicle investors. The firm employs a values-based, family-centered consultative process with long-term, passively oriented asset-class portfolios, supplemented by selected alternative investments and supported by macroeconomic, fundamental, and technical analysis.
Based on Capital Management Advisors LP
Based on Capital Management Advisors LP
Fixed or flat fees may be charged in some cases for wealth management services; specific amounts determined case-by-case
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually
Commissions on insurance products paid to independent insurance agency; no commissions on investment management fees
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $3,125.00 or $12,500 annually for wealth management services; Minimum annual fee of $2,500 (waivable) for precious metals advisory Fee-only: Fee-only financial planning and business consulting services with fees specified in written engagement contract
16225 Park Ten Place, Suite 500
Houston, TX 77084
Texas
Capital Management Advisors GP, LLC
2005 - Present (21 years)
Capital Management Advisors LP
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Series 65
Houston, TX
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Series 65
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Series 65
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Bayou Bridge Capital Advisors, LLC
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