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| Rayburn West Financial Services LLC
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|---|---|
| CRD # | 145264 |
| SEC # | 801-118455 |
| CIK # | 0002107467 |
| AUM | 242.6 M (2026-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 615-386-6932 |
| Address | 4117 Hillsboro Pike Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 13.5 | ||
| Microsoft Corp | 10.2 | ||
| Sysco Corp | 8.1 | ||
| Lockheed Martin Corp | 7.8 | ||
| Oracle Corp | 7.6 | ||
| Cisco Systems Inc | 7.4 | ||
| American Express Co | 6.0 | ||
| Chevron Corp | 5.6 | ||
| Facebook Inc | 4.8 | ||
| Bank of America Corp /DE/ | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 26.5 |
| (b) Individuals (high net worth individuals) | 59 | 215.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 142 | 242.6 |
| By Discretionary | ||
| Discretionary | 133 | 198.1 |
| Non-Discretionary | 9 | 44.5 |
| Total | 142 | 242.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.6 | |
| Total | 142 | 242.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107467] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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