# Rational Investment Methodology

> Rational Investment Methodology is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 292117
- Filed as: RATIONAL INVESTMENT METHODOLOGY
- Legal name: Rational Investment Methodology, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292117
- AdvisorCensus page: https://advisorcensus.com/firm/rational-investment-methodology-292117

## Quick answers

**How is Rational Investment Methodology compensated?**
On its Form ADV (Item 5.E, October 2026), Rational Investment Methodology reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Rational Investment Methodology registered with the SEC or a state?**
Rational Investment Methodology is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292117.

**How much does Rational Investment Methodology manage?**
Rational Investment Methodology reports $9,186,312 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**What types of clients does Rational Investment Methodology serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24).

**Does Rational Investment Methodology 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/292117

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $9,186,312
- Discretionary: $9,186,312
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 24 | $9,186,312 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rational-im.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rational Investment Methodology (CRD 292117): Form ADV filing data as of October 2026.