Rainier Capital Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,000,000
Clients
90
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
90
Very HighAverage account size
$500,000
About
Rainier Capital Investments LLC is a single-advisor registered investment adviser serving individuals and high net worth individuals, managing about $45 million for roughly 90 clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning (including one-time and ongoing comprehensive planning), and may implement investments in ETFs, mutual funds, equities, options, and other instruments.
The firm tailors advice to each client's objectives and may use model portfolios developed by unaffiliated managers; clients invested in those models generally cannot set restrictions on the specific holdings or allocations within the model. Rainier Capital discloses a wide range of analytic methods and strategies — from fundamental and technical analysis to options strategies, leveraged/inverse ETFs, and structured products — and charges an additional hourly rate for options trading ($250) while ongoing planning is billed at $450 per hour.
Compared with many solo independent advisers, Rainier Capital’s combination of a relatively concentrated solo AUM base (~$45M for one advisor), explicit use of model portfolios that limit client-level holding restrictions, and an openness to higher‑complexity instruments (options, leveraged ETFs, structured products, non-traded REITs) is notable. The firm also discloses soft-dollar research practices and an arrangement that considers Charles Schwab’s iRebal service when recommending custodians, which may affect custodian selection.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Cash flow / budgeting
General tax planning
Fee options
Financial planning fixed fees generally range between $500-$7,500; fees are negotiable based on complexity and scope
$0+: 1.25% annually (for ETFs, mutual funds) $0+: 1.50% annually (for ETFs, mutual funds, equities, bonds)
$450.00 per hour (financial planning services and ongoing comprehensive financial planning); $250 per hour for options trading
Main office location
Rainier Capital Investments LLC
Olympia WA, United States
Number of offices
1
Most active in
Rainier Capital Investments LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")