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RAIN CAPITAL MANAGEMENT

525 3rd Street
Suite 224
Lake Oswego, Oregon 97034
Tel: 503-822-1700

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About RAIN CAPITAL MANAGEMENT

RAIN CAPITAL MANAGEMENT, formally registered with the SEC as RAIN CAPITAL MANAGEMENT. The firm was established in 10/19/2011. They have over 1 offices throughout the country.

RAIN CAPITAL MANAGEMENT is a Lake Oswego, Oregon based Financial Planning firm with nearly $376,000,000 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158996
SEC# 801-72744
Assets Managed by Firm $376,000,000
No. of Clients 714
No. of Advisors 6

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total714$376,000,000
Individuals (other than high net worth individuals)20$5,000,000
High net worth individuals163$351,000,000
Pension and profit sharing plans$4,000,000
Charitable organizationsFewer than 5 clients$13,000,000
Corporations or other businessesFewer than 5 clients$3,000,000
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More Retirement Planning firms in Lake Oswego, Oregon:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
GOVERNMENT PORTFOLIO ADVISORS LLC
6650 Sw Redwood Lane, Suite 365
Portland, OR, 97224
$16,725,387,863638
STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue, P9
Portland, OR, 97204
$16,214,303,15411685082
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200
Lake Oswego, OR, 97035-3623
$13,067,305,31242537
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200
Portland, OR, 97204
$7,145,593,038380855
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115
Lake Oswego, OR, 97035
$5,476,500,41999517

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