Rational Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
$0 - $2,000,000: Up to 1% Over $2,000,000+: Up to 0.8%
Generally $300 per hour for financial planning services, fees negotiable.
Account minimum: $200,000 Fee-only: Financial planning fees generally charged at $300 per hour, fees negotiable.
Main office
300 Brookside Ave., Suite 125
Ambler PA 19002
Advisors at this office
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Yvonne F
Series 65
Ambler, PA
Rational Capital Advisors LLC
Yvonne Fu is a financial advisor at Rational Capital Advisors LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Dillon Capital Management and Red Brick Road Capital LLC. Rational Capital Advisors provides financial planning and discretionary investment management primarily to high-net-worth individuals and institutional clients. The firm’s investment approach focuses on fundamental analysis and a long-term perspective, primarily investing in listed common stocks while tailoring portfolios to each client’s investment profile.
Robert L
Series 63, Series 65
Ambler, PA
Rational Capital Advisors LLC
Robert Lutey is a financial advisor with Rational Capital Advisors LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Dillon Capital Management and Red Brick Road Capital LLC, as well as work in public and impact investing and private investment consulting. Rational Capital Advisors provides financial planning and discretionary investment management primarily to high-net-worth individuals and institutional clients, focusing on a long-term investment approach grounded in fundamental analysis and a business-owner perspective.
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