Rinzler Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$800,000
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$133,333
About
Rinzler Capital LLC provides portfolio management, wealth management and financial planning to individual and high‑net‑worth clients, delivering discretionary portfolio oversight and an investment policy statement tailored to each client’s goals, time horizon and risk tolerance. The firm offers ongoing monitoring and the ability to implement trades and asset selection without prior client approval for each transaction.
Investment decisions are informed by a mix of fundamental, technical and charting analyses and employ both long‑term and short‑term trading, with a primary focus on equities and exchange‑traded funds. Accounts are reviewed monthly by the firm’s principal and clients receive quarterly custodial reports; financial plans are produced as standalone deliverables or integrated into ongoing wealth management engagements.
Notably, the firm does not use a percentage‑of‑assets fee model; instead it charges flat dollar wealth‑management fees and negotiable fixed or hourly fees for planning, with fee tiers specifically described for resident and attending physicians. The firm also directs clients to specific custodians (Altruist and Interactive Brokers) and may assign Altruist‑generated model portfolios, an operational arrangement that differs from many independent peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Occupation focus
Doctor or Medical Professional
Fee options
$2,500 fixed fee for Financial Planning; Wealth Management with Financial Planning flat fees of $2,500 or $6,500 monthly/quarterly depending on client type (fees negotiable)
$250 per hour (fees negotiable, may be waived for Wealth Management clients)
Fee-only: Financial Planning: $2,500 fixed fee; Hourly: $250/hour (fees negotiable)
Main office location
Rinzler Capital LLC
Atlanta GA, United States
Number of offices
1
Most active in
Rinzler Capital LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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