RIA Intel›Advisers›RATIONAL INVESTMENT MANAGEMENT, LLC

RATIONAL INVESTMENT MANAGEMENT, LLC

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$403M
1-Year AUM Growth
+7.9%
3-Year CAGR
+5.0%
Employees
2
Assets Under Management
Total AUM$403M
Discretionary AUM$403M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients94
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingJan 22, 2018
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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