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RRA CAPITAL

PHOENIX, AZ · CRD 306287 · IAPD ↗ · rraconsulting.net · 602-714-5111

$663.3MRegulatory AUM
23Advisory reps
31Employees
3Clients
0Planning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — RRA CAPITAL now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
April 2025 — RRA CAPITAL crossed $500M in regulatory AUM ($432.8M -> $593.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
62
April 2025 — RRA CAPITAL grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — RRA CAPITAL reported RAUM up 25% ($345.2M -> $432.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — RRA CAPITAL grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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