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RATIONAL ADVISORS, INC.
CRD 111452File 801-60176
APPROVED
Custody
Disclosure events
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.56B
Top 25% of cohort (national)
Discretionary AUM
$2.56B
Clients
13
13 accounts
Employees
17
Top 10% of cohort in PR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 18, 2001
- Principal office
- 207 CALLE DEL PARQUE, FLOOR 7, SUITE 2, SAN JUAN, PR, 00912
- Phone
- 6467578387
- Website
- http://catalyst-insights.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.56B
- Discretionary AUM
- $2.56B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $197.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 12 | $2.55B |
| Pooled investment vehicles | 1 | $9.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.