AdvisorCensus / Financial advisors / Florida / Orlando / Rainey & Randall Wealth Advisors, Inc.
Rainey & Randall Wealth Advisors, Inc.
Filed as RAINEY & RANDALL WEALTH ADVISORS, INC.
Rainey & Randall Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Celebration, FL, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.
Quick answers
From the filingHow is Rainey & Randall Wealth Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Rainey & Randall Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Rainey & Randall Wealth Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated March 10, 2026 states: Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Rainey & Randall Wealth Advisors, Inc. located?
Rainey & Randall Wealth Advisors, Inc.'s principal office is in Celebration, FL, according to its Form ADV.
Is Rainey & Randall Wealth Advisors, Inc. registered with the SEC or a state?
Rainey & Randall Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 116251.
How much does Rainey & Randall Wealth Advisors, Inc. manage?
Rainey & Randall Wealth Advisors, Inc. reports $918,192,298 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).
How have Rainey & Randall Wealth Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Rainey & Randall Wealth Advisors, Inc.: Regulatory assets under management: $371,383,167 in the October 2021 data and $918,192,298 in the October 2026 data, up 147%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Rainey & Randall Wealth Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (196); individuals (other than high net worth individuals) (136).
Which custodians does Rainey & Randall Wealth Advisors, Inc. use?
Rainey & Randall Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Rainey & Randall Wealth Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116251
Does Rainey & Randall Wealth Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 10, 2026 says: "We generally require a minimum initial investment of $500,000 to open a managed account; however, we retain the right to waive or reduce this minimum if we choose to do so."
What changed in Rainey & Randall Wealth Advisors, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $820,422,651 to $918,192,298 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally require a minimum initial investment of $500,000 to open a managed account; however, we retain the right to waive or reduce this minimum if we choose to do so.
Hourly rate: $300 an hour (financial planning services)
The brochure's wording
Our financial planning services are offered on our hourly rate not to exceed $300.00.
As stated in the firm's Form ADV Part 2A brochure dated March 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$918,192,298 as of October 2026, filing dated March 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2004 (22 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $918,192,298 | 7 | March 10, 2026 |
| October 2025 | $820,422,651 | 7 | July 30, 2025 |
| October 2024 | $761,783,637 | 7 | March 12, 2024 |
| October 2023 | $677,112,551 | 6 | April 28, 2023 |
| October 2022 | $742,280,000 | 7 | August 2, 2022 |
| October 2021 | $371,383,167 | 5 | March 11, 2021 |
Regulatory assets under management: $371,383,167 in the October 2021 data and $918,192,298 in the October 2026 data, up 147%.
Total employees: 5 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $820,422,651 to $918,192,298 (+12%).
- January 2026
- Registered or notice-filed in TN.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Rainey & Randall Wealth Advisors, Inc. (CRD 116251): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rainey-and-randall-wealth-advisors-inc-celebration-fl-116251