This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$243MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$198M

Private client RAUM

$242MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$121Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

142

Individual clients

82

High net worth clients

59

Custody, client assets

$76.3M

SEC number

801-118455

CRD

145264

Filings on the tape

20

First filed

Nov 9, 2011

Latest filed

Mar 5, 2026

Organised

Limited Liability Company, TN

Website

rayburnwest.com

• Occurred

  Mar 17, 2020
  First Form ADV filing

  Rayburn West Financial Services filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6079219f-cad3-5d03-da7a-2429fca06c4b

First observed

Nov 9, 2011

Last observed

Mar 5, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.