Rational Advisors, Inc.
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 13
- Avg AUM / client
- $197M
- Accounts
- 13
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 12 | $2.6B | 99.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $9.7M | 0.38% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Szilagyi, Isobel, Linda | Trustee | Dec 2015 (11y) | GP / trustee / elected manager of Jerry J. Szilagyi 2015 Family Trust (indirect) | |
| Szilagyi, June, Ann | Trustee | Dec 2015 (11y) | GP / trustee / elected manager of Jerry J. Szilagyi 2015 Family Trust (indirect) | |
| Schoonover, Michael, Thomas | Chief Operating Officer | Jan 2016 (11y) | Less than 5% |
Undisclosed: 95% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 1.71 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗