# Rayburn West Financial Services

> Rayburn West Financial Services is an SEC-registered investment advisory firm in Nashville, TN, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 145264
- Filed as: RAYBURN WEST FINANCIAL SERVICES
- Legal name: Rayburn West Financial Services LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145264
- AdvisorCensus page: https://advisorcensus.com/firm/rayburn-west-financial-services-nashville-tn-145264

## Quick answers

**How is Rayburn West Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Rayburn West Financial Services reports these compensation arrangements: a percentage of assets under its management.

**Where is Rayburn West Financial Services located?**
Rayburn West Financial Services' principal office is in Nashville, TN, according to its Form ADV.

**Is Rayburn West Financial Services registered with the SEC or a state?**
Rayburn West Financial Services is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 145264.

**How much does Rayburn West Financial Services manage?**
Rayburn West Financial Services reports $242,553,562 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (82% discretionary).

**How have Rayburn West Financial Services' assets and staff changed since 2021?**
In the Form ADV data for Rayburn West Financial Services: Regulatory assets under management: $116,222,585 in the October 2021 data and $242,553,562 in the October 2026 data, up 109%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rayburn West Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (59); charitable organizations (1).

**Which custodians does Rayburn West Financial Services use?**
Rayburn West Financial Services' 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 Rayburn West Financial Services 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/145264

**Does Rayburn West Financial Services state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "We do not have a minimum account size requirement to open or maintain an account."

**What changed in Rayburn West Financial Services' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $180,386,445 to $242,553,562 (+34%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> We do not have a minimum account size requirement to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $242,553,562
- Discretionary: $198,090,903
- Non-discretionary: $44,462,659

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $26,461,818 |
| High net worth individuals | 59 | $215,600,280 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $491,464 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rayburnwest.com
- LinkedIn @rayburn-west-financi
- YouTube @CharlesWest-RWFS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,222,585 | 2 | March 16, 2021 |
| October 2022 | $147,785,242 | 2 | March 31, 2022 |
| October 2023 | $135,398,172 | 2 | March 7, 2023 |
| October 2024 | $154,516,059 | 2 | March 11, 2024 |
| October 2025 | $180,386,445 | 3 | July 17, 2025 |
| October 2026 | $242,553,562 | 2 | March 5, 2026 |

Regulatory assets under management: $116,222,585 in the October 2021 data and $242,553,562 in the October 2026 data, up 109%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $180,386,445 to $242,553,562 (+34%).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rayburn West Financial Services (CRD 145264): Form ADV filing data as of October 2026.