Rational Capital Advisors LLC

Rational Capital Advisors provides financial planning and discretionary investment management to high‑net‑worth individuals and institutional clients through separately managed accounts. The firm generally does not serve non‑high‑net‑worth individual clients and maintains a minimum separately managed account size for investment management.

The firm’s investment process emphasizes deep fundamental analysis and a long‑term, business‑owner perspective, primarily investing in listed common stocks while opportunistically using debt, preferred securities, and funds. Portfolios are constructed from a researched universe of resilient companies and are tailored to each client’s Investment Client Profile, with discretionary management that does not attempt to time short‑term market movements.

Rational Capital Advisors is a small RIA led by senior professionals with extensive capital‑markets and research backgrounds and operates without broker‑dealer affiliations. Operationally, the firm is deemed to have custody solely because advisory fees may be deducted by custodians on its behalf, and clients receive custodian statements (supplemented by an annual letter) rather than separate written reports prepared by the firm.