SourcingSourcing

RAYBURN WEST FINANCIAL SERVICES LLC

C36
CRD 145264·SEC 801-118455·NASHVILLE, TN
AUM
$242.6M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$728K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RAYBURN WEST FINANCIAL SERVICES LLC
CRD
145264
SEC file #
801-118455
EIN
260625146
DBA names
Rayburn West Financial Services

Economics

AUM
$242.6M
AUM band
$100M-$500M
AUM trajectory
'21'26
$110.8M → $242.6M▲ +119%
Client mix
Individuals Other82
Individuals High Net Worth59
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
1 advisors → 2 advisors▲ +100%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
rayburnwest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEST, CHARLES, RAYBURN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WEST, CHARLES, RAYBURN
West, Charles, Raburn
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
RAYBURNWEST.COM
Rdap Domain Creation Date
2010-09-14T16:38:58Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
DomainPeople, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002107467
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-05
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0002107467-26-000002

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
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
4117 HILLSBORO PIKE SUITE 208NASHVILLE, TN 37215
Business
4117 HILLSBORO PIKE SUITE 208NASHVILLE, TN 37215
Edgar EIN
260625146
Edgar Recent Filings
13F-HR2026-05-05 · 0002107467-26-000002
13F-HR2026-02-05 · 0002107467-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-14T16:38:58Z
Rdap Domain Last Changed
2025-09-10T13:14:55Z
Rdap Nameservers
Adns.cs.siteprotect.comBdns.cs.siteprotect.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2205187
Trust Company Affiliate
No

People (2)

2
WEST, CHARLES, RAYBURN
IAR · Direct Owner · 87.5%
2205187
West, Charles, Raburn
IAR · Executive Officer · 2.5%
7386965