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| Rinkey Investments
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|
|---|---|
| CRD # | 149576 |
| SEC # | 801-122912 |
| CIK # | 0001730774 |
| AUM | $471.1 M (2026-05-19) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 858-246-6855 |
| Address | 11622 El Camino Real San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 8.1 | ||
| Global MOFY Metaverse Ltd | 6.2 | ||
| Apple Inc | 5.7 | ||
| Microsoft Corp | 3.1 | ||
| Progressive Corp/Oh/ | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 21.3 |
| (b) Individuals (high net worth individuals) | 137 | 440.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 9.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,246 | 471.1 |
| By Discretionary | ||
| Discretionary | 1,210 | 459.8 |
| Non-Discretionary | 36 | 11.3 |
| Total | 1,246 | 471.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 471.1 | |
| Total | 1,246 | 471.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730774] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Water Wealth Inc
✚
|
OR | 0.5 |
|
Planned Financial Services LLC
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|
OH | 0.5 |
|
Financial Arcitects Inc
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MI | 0.5 |
|
WealthEdge Investment Advisors LLC
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|
NY | 0.5 |
|
Wealth Effects LLC
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|
MA | 0.5 |
|
van Clemens Wealth Management LLC
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|
MN | 0.5 |
|
Atyant Capital Management Limited
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|
0.5 | |
|
HS Management Partners LLC
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|
NY | 0.5 |
|
Arcataur Capital Management LLC
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|
WI | 0.5 |
|
Adapt Wealth Advisors LLC
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|
GA | 0.5 |