R
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-26-2022
- Office Locations
- 1
Office Locations
300 Brookside Avenue, Suite 125 Ambler PA
About Rational Capital Advisors LLC
Rational Capital Advisors LLC is a Ambler-based RIA. The firm has been operating for 3 years. Managing $2.6M in total assets under management, with 2 advisory representatives. They custody assets with JP Morgan.
Team overview
67 AVG AGE
$1.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
Y
Yvonne Fu
Co-founder, Financial Advisor
- CRD
- #6710339
- Ownership
- 50% but less than 75%
Available
Available
Available
ROBERT KEITH LUTEY
Chief Compliance Officer, Co-founder, Partner
- CRD
- #1341563
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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