CRD: 145264
Rayburn West Financial Services
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-28-2008
- Office Locations
- 1
Office Locations
About Rayburn West Financial Services
Rayburn West Financial Services is a Nashville-based, independent, fee-only fiduciary wealth management firm delivering comprehensive financial and wealth planning through a client-first process (listen, build strategy, follow through). The practice supports portfolio construction with a strong ETF orientation alongside fixed income. Securities are offered through Charles Schwab & Co., a key detail for platform fit and distribution access.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHARLES RAYBURN WEST JR
Managing Member, Partner
- CRD
- #2205187
- Ownership
- 75% or more
Charles Raburn West III
Chief Compliance Officer
- CRD
- #7386965
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,090,903 | $1,489,405 |
| Non-Discretionary | $44,462,659 | $4,940,295 |
| Total | $242,553,562 | $1,708,124 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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