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Joshua David Ayers

REB Capital Management, LLC

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About Joshua David Ayers

Joshua Ayers is an Investment Advisor Representative at REB Capital Management, LLC, based in Dallas, TX. Joshua Ayers has been in the industry since 2012. Joshua Ayers holds a Series 65 license and is registered with Texas. Joshua Ayers has experience working with Charitable Organizations and Pooled Investment Vehicles. At REB Capital Management, LLC Joshua Ayers specializes in providing portfolio management for businesses and pooled investment vehicles.

Firm Information

Joshua Ayers is currently registered with REB Capital Management, LLC. REB Capital Management, LLC is an investment adviser based in Dallas, TX. The firm primarily provides portfolio management services for pooled investment vehicles and businesses. REB Capital Management, LLC manages approximately $179.3 million in regulatory assets.
REB Capital Management, LLC

4215 WEST LOVERS LANE

DALLAS, TX 75209

$179.31M

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joshua Ayers’s Registration & Firm History

TX

04/17/2020 - Present

REB Capital Management, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 08/02/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua David Ayers.
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