Joshua Ayers is a registered investment advisor at Reb Capital Management, LLC, based in Dallas, TX, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
REB Capital Management charges up to 1.5% annually on separately managed accounts, paid quarterly. REB also charges a performance-based fee, calculated at the end of each fiscal year, based on the client's account returns exceeding either the MSCI Emerging Markets Index or a 10% hurdle. Management and performance fees are negotiable.
Location
4215 West Lovers Lane, Suite 100, Dallas, TX, 75209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joshua is a limited partner in Carbones Food & Wine LLC, generating passive income through a private restaurant partnership. This activity is not investment-related.
Employment History
Current Registrations
Reb Capital Management, LLC
Previous Registrations
Barrow, Hanley, Mewhinney & Strauss, LLC
State Registrations1 state
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