Rayburn West Financial Services LLC

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Rayburn West Financial Services LLC
CRD #145264
SEC #801-118455
CIK #0002107467
AUM 242.6 M (2026-03-05)
Employees 2 (100% Investors, 0% Brokers)
Phone615-386-6932
Address4117 Hillsboro Pike
Nashville, TN 37215
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002007201320202027
CIK Period
0002107467
Sector Form 13F Holdings Value ($M)
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United Technologies Corp /DE/ 3.2
Amgen Inc 3.1
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McDonalds Corp 2.0
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Procter & Gamble Co 1.8
 
 
 
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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
ServesRetail
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