Stephen Ratchford
R5 Capital Management · Dallas, Texas
Stephen Ratchford is a fee-only financial advisor at R5 Capital Management in Dallas, Texas. R5 Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | R5 Capital Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $15.0M across 56 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5445424 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Stephen's firm compares
- R5 Capital Management's average account is about $268,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Stephen
Is Stephen Ratchford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and R5 Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, R5 Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Ratchford based?
Stephen Ratchford is based in Dallas, Texas.
Is Stephen Ratchford registered with the SEC?
Yes. Stephen Ratchford is registered as an investment adviser representative in TX (CRD 5445424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R5 Capital Management manage?
R5 Capital Management reports $15.0M across 56 accounts in assets under management.
How do I contact Stephen Ratchford?
Contact details aren't on file yet. Search for R5 Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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