A complete list of active advisors currently associated with RAC Strategic Partners
Warmer can help you find a great advisor at RAC Strategic Partners or one who fits your needs even better.
RAC Strategic Partners is an SEC-registered investment adviser formed in late 2025 that offers retirement income planning, comprehensive financial planning, and fee-based portfolio management. The firm states it will serve individuals, trusts, estates, charitable organizations, corporations and institutional clients, and may recommend or select third‑party managers when appropriate. The firm generally provides discretionary portfolio management using a tactical allocation approach intended to reduce risk and pursue improved performance, implementing strategies across ETFs, mutual funds, alternative funds, and, when aligned with client mandates, individual securities, options and margin. It also offers outsourced chief investment officer (OCIO) services and ongoing oversight of sub‑advisors, alongside tailored retirement income planning and other non‑investment financial planning advice. Notable for a newly registered firm that reported no clients or assets at initial filing, RAC Strategic Partners offers fixed‑fee planning options and explicitly provides portfolio management for both individual and institutional clients—features that are less common among firms in its regulatory category. The brochure also discloses outside business activities and a formal Code of Ethics and manager‑selection process intended to mitigate potential conflicts when advising on or recommending third‑party or alternative investments; the firm does not act as a private fund adviser.
To learn more about the advisors currently working at RAC Strategic Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Doral, FL
| 17
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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