DBA: RAYBURN WEST FINANCIAL SERVICES
| Total AUM | $242.6M |
| Discretionary | $198.1M82% of AUM |
| Non-Discretionary | $44.5M |
| Client Accounts | 142 |
| Avg Account Size | $1.7M |
| Employees | 2 |
| Peak AUM | $242.6MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $243M | +34.5% | +21.4% | +15.9% | |
| Discretionary AUM | |||||
| Total AUM | $242.6M |
| Discretionary | $198.1M |
| Employees | 2 |
| Client Accounts | 142 |
| Client Range | 0 |
Address
4117 HILLSBORO PIKE
NASHVILLE TN 37215
Phone
615-386-6932
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$198M
81.7% of AUM
Non-Discretionary
$44M
18.3% of AUM
Disc. mix ▲ 21.3pp vs 1 year ago
Custody
| +8.5% /yrover 18 yrs · 29 filings |
Total AUM
$243M
| $198M |
| +81.8% |
| +30.4% |
| +20.9% |
| Non-Disc. AUM | $44M | 37.7% | 1.2% | +2.4% |
| Total Accounts | 142 | 0.0% | +5.5% | +1.8% |
| Avg Account Size | $2M | +34.5% | +15.1% | +13.8% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $121M | +34.5% | +21.4% | +15.9% |
Client AUM Segments | |||||
| Wealth AUM | $242M | +34.4% | +21.4% | +15.8% | |
| Institutional AUM | $491,464 | +58.6% | +53.1% | — | |
Client Count Segments | |||||
| HNW Clients | 82 | 7.9% | 2.0% | 4.1% | |
| Institutional | 1 | 0.0% | 0.0% | — | |
| Individuals | 59 | +13.5% | +21.4% | +15.3% | |