# R5 Capital Management

> R5 Capital Management is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 169098
- Filed as: R5 CAPITAL MANAGEMENT
- Legal name: R5 Capital, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169098
- AdvisorCensus page: https://advisorcensus.com/firm/r5-capital-management-169098

## Quick answers

**How is R5 Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), R5 Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is R5 Capital Management registered with the SEC or a state?**
R5 Capital Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169098.

**How much does R5 Capital Management manage?**
R5 Capital Management reports $14,987,243 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**What types of clients does R5 Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (13).

**Does R5 Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169098

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $14,987,243
- Discretionary: $0
- Non-discretionary: $14,987,243

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $2,904,184 |
| High net worth individuals | 13 | $12,083,059 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R5 Capital Management (CRD 169098): Form ADV filing data as of October 2026.