SourcingSourcing

RAINEY & RANDALL WEALTH ADVISORS, INC.

C40
CRD 116251·SEC 801-63498·CELEBRATION, FL
AUM
$918.2M
$500M-$1B
Est. Revenue
$9.2M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RAINEY & RANDALL WEALTH ADVISORS, INC.
CRD
116251
SEC file #
801-63498
EIN
—
DBA names
—

Economics

AUM
$918.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$290.5M → $918.2M▲ +216%
Client mix
Individuals High Net Worth196
Individuals Other136

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
CELEBRATION FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
raineyrandall.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAINEY, MICHAEL, DALE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RAINEY, MICHAEL, DALE
RANDALL, WAYNE, FREDERICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RAINEYRANDALL.COM
Rdap Domain Creation Date
2006-09-26T21:51:38Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-26T21:51:38Z
Rdap Domain Last Changed
2024-10-01T13:21:11Z
Rdap Nameservers
Ns0.nameservices.netNs1.nameservices.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2316398
Trust Company Affiliate
No

People (5)

5
RAINEY, MICHAEL, DALE
IAR · Direct Owner · 62.5%
2316398
RANDALL, WAYNE, FREDERICK
IAR · Direct Owner · 62.5%
2173538
PREVATT, MARISA, STOLF
Executive Officer · 2.5%
5629919
JING QUAN
IAR
5923867
DILLON WAYNE DUNN
IAR
7038428