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They include 196 high-net-worth individuals and 136 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rainey & Randall Wealth Advisors offer?","answer":"Rainey & Randall Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Rainey & Randall Wealth Advisors charge?","answer":"Rainey & Randall Wealth Advisors charges 0.20%–1.25% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rainey & Randall Wealth Advisors use?","answer":"Rainey & Randall Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $918M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rainey & Randall Wealth Advisors have?","answer":"Rainey & Randall Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rainey & Randall Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Rainey & Randall Wealth Advisors’ separately managed accounts held 61% exchange-traded equities, 13% investment grade corporate bonds, 13% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 4% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rainey & Randall Wealth Advisors?","answer":"Rainey & Randall Wealth Advisors’ direct owners are Michael Rainey (50% to 75%) and Wayne Randall (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rainey & Randall Wealth Advisors get paid?","answer":"Rainey & Randall Wealth Advisors is paid through a percentage of assets under management and hourly charges. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}