firm profile
Rational Advisors, Inc.
Overview
Rational Advisors, Inc. is an SEC registered investment adviser based in San Juan, PR, registered since 2001. It reports $2.6B in assets under management across 13 accounts, with 17 employees.
- Reported AUM
- $2.6B
- Discretionary
- 100%
- Accounts
- 13
- Average account
- $197M
- Employees
- 17
- Registered since
- 2001
- Jurisdictions
- 2
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 4
- Jerry John Szilagyi President CRD 1156349
- David Scott Miller Chief Investment Officer CRD 4565833
- Michael Thomas Schoonover Chief Operating Officer CRD 7201165
1 more executive officer, with direct contact details
Location
- Headquarters
- 207 Calle del Parque Ste 7
San Juan, PR 00912 - County
- San Juan
- Metro area
- San Juan-Bayamon-Caguas, PR
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: catalyst-insights.com
Every state, with registration dates
Similar firms near San Juan
- Catalyst Capital Advisors LLCSan Juan, PR$10.3B AUM
- Applied Finance Capital Management, LLCSan Juan, PR$4.4B AUM
- Popular Asset ManagementSan Juan, PR$3.7B AUM
- Popular Securities, LLCSan Juan, PR$2.6B AUM
- Long Focus Capital Management LLCSan Juan, PR$2.4B AUM
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