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RAYBURN WEST FINANCIAL SERVICES

NASHVILLE, TN · CRD 145264 · IAPD ↗ · rayburnwest.com · 615-386-6932

$242.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — RAYBURN WEST FINANCIAL SERVICES reported RAUM up 34% ($180.4M -> $242.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — RAYBURN WEST FINANCIAL SERVICES now reports custody of client assets ($76.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.