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R5 Capital Management

Headquartered in DALLAS, TX

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Firm Information

R5 Capital Management is a registered investment adviser with 1 licensed agent and 1 investment adviser representative. They manage approximately $9,818,729 in regulatory assets under management for 18 accounts. The firm provides financial planning, pension consulting, and portfolio management for individuals. They serve 9 high-net-worth individuals and 9 other individuals.

R5 Capital Management

$9.82M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

R5 CAPITAL MANAGEMENT has a total of 1 branch locations across the country.
location

DALLAS, TX

Advisors at R5 Capital Management

View All 1 Advisors
Unclaimed
Stephen Alexander Ratchford

RA

DALLAS, TX

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Disclosures

There are no public disclosures for R5 Capital Management.

Frequently Asked Questions (5)

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