SourcingSourcing

RR ADVISORS, LLC

C44
CRD 130609·SEC 801-73811·DALLAS, TX
AUM
$496.8M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RR ADVISORS, LLC
CRD
130609
SEC file #
801-73811
EIN
000000000
DBA names
—

Economics

AUM
$496.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.04B → $496.8M▼ -52%
Client mix
Pooled Investment Vehicles8
Charitable Organizations2

Operations

Employees (total)
8
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
rchenergy.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAYMOND, ROBERT, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
RAYMOND, ROBERT, JOSEPH
HAMILTON, TONYA, BRANDT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
RCHENERGY.COM
Rdap Domain Creation Date
2005-07-26T16:20:52Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001667604
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2016-03-08
Edgar Last Filing Date
2026-02-13
Edgar Form D Count
11
Edgar Form D Offerings
2026-02-132026-02-13 · 0001667604-26-000001
2025-02-142025-02-14 · 0001748390-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Jpmorgan20
Morgan Stanley5
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
3953 MAPLE AVENUESUITE 180DALLAS, TX 75219
Business
3953 MAPLE AVENUESUITE 180DALLAS, TX 75219
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-13 · 0001667604-26-000001
D/A2025-02-14 · 0001748390-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-07-26T16:20:52Z
Rdap Domain Last Changed
2025-08-26T23:38:19Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4760177
Trust Company Affiliate
No

People (5)

5
RAYMOND, ROBERT, JOSEPH
IAR · Direct Owner · 87.5%
4760177
HAMILTON, TONYA, BRANDT
Executive Officer · 2.5%
6773464
HORTON, ROBERT, BRYAN
Executive Officer · 2.5%
3111217
MORGAN, THOMAS, KENNETH
Executive Officer · 2.5%
5917608
SEAN M MAHER
IAR
2701812