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Gary Rankin

15 Years of Experience
Shreveport, LA

Gary Rankin is a registered investment advisor at Dba/rankin Capital Investment Management, based in Shreveport, LA, with 15 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$23.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Shreveport, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gary is the owner of Rankin Capital Investments since 1986, consulting on mergers & acquisitions, corporate finance, strategic advice, and corporate turnarounds, taking about half of Gary's time. He is also the trustee of the Rankin Family Trust since 1994, spending a few hours per week on this investment-related activity.

Employment History
Current Registrations
Dba/rankin Capital Investment Management
September 2010 - Present · 15 yrs 8 mos
State Registrations1 state
LA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.