R
CRD: 169098
R5 Capital Management
Dallas, TX
2143949163
$15.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2014
- Office Locations
- 1
Office Locations
-- Dallas TX
About R5 Capital Management
R5 Capital Management is a Dallas-based RIA. The firm has been operating for 12 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$499.6K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ridge zenith
Client Personas
Catalyst legacy
Investment Themes
Focus
Investment Vehicles
Catalyst radial
Services
Foundation Element Alpha Catalyst value
Owner & Executives
S
STEPHEN ALEXANDER RATCHFORD
Chief Compliance Officer, Director, Managing Member
- CRD
- #5445424
- Ownership
- 75% or more
(284) 474-1838
momentum.glacier@summitcapital.com
in linkedin.com/in/pathway-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,987,243 | -- |
| Total | $14,987,243 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,987,243
Equity - Exchange:
22.8% U.S. Government/Agency:
32.3% Public Funds:
10.3% Cash:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,036,764,363 | 22.8% |
| U.S. Government/Agency | $1,468,749,515 | 32.3% |
| Public Funds | $468,362,848 | 10.3% |
| Cash | $1,573,335,394 | 34.6% |
| Total | $4,547,212,120 | 100.0% |