Rr Advisors, LLC (Dallas)

Rr Advisors, LLC is a large advisory firm based in Dallas. It manages $1.04 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

Rr Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rr Advisors: assets under management

The assets under management (AUM) of Rr Advisors, LLC is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $65.21 million each.

Investments

The firm invests in exchange traded securities the most. They account for 86% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 8% of the firm’s portfolio. Investments in pooled investment vehicles form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rr Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients William Mark Meyer serves?

The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of William Mark Meyer is pooled investment vehicles with 8 clients and $873.99 million of assets under management. Among the 8 most similar advisory firms, Rr Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.04 billion for 16 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Rr Advisors also advises several private funds. Namely, five hedge funds, one private equity fund, and two venture capital funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $250,000.

Careers at Rr Advisors, LLC

The company employs 10 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Mark Meyer has been acting as President since 1 May 2007. Tonya Brandt Hamilton joined the executive team most recently as the Chief Financial Officer And Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Joseph Raymond	Sole member and president	1 Feb 2004	75% - 100%	4760177
William Mark Meyer	President	1 May 2007	Other	4087026
John Anthony Rigas	Vice president	1 Mar 2008	Other	5575268
Sean M Maher	Assistant secretary	1 Apr 2011	Other	2701812
Michelle Duncan Bergman	Chief compliance officer	1 Jan 2012	Other	4163830
Thomas Kenneth Morgan	Chief compliance officer	1 Mar 2015	Other	5917608
Tonya Brandt Hamilton	Chief financial officer and chief operating officer	1 Apr 2015	Other	6773464

Based in Dallas

The principal office where Rr Advisors, LLC performs its advisory services is located at 3953 Maple Avenue, Dallas, TX 75219, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-871-8680 or by fax 214-871-8683. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.