Rupay Barrington Capital Management Inc. (Arlington)

Rupay Barrington Capital Management Inc. is a large advisory firm based in Arlington. It manages $65.09 million of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Michigan and Texas.

Rupay Barrington Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rupay Barrington Capital Management: assets under management

The assets under management (AUM) of Rupay Barrington Capital Management Inc. is $65.09 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $65.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $699.88 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rupay Barrington Capital Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rupay Barrington Capital Management Inc.

Judy Rupay has been acting as President since 1 Oct 1998. Dixon Ray Holman joined the executive team most recently as the President, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Rupay Barrington Financial Group	Sole shareholder	1 Apr 1993	75% - 100%	88-0298201
Fritz None Bensler	Director	1 Jan 1997	Other	4363948
Judy Rupay	Director	1 Oct 1998	Other	2725944
Dixon Ray Holman	President, director	1 Oct 1998	Other	2767994

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Judy Rupay	Shareholder	1 Jun 1995	50% - 75%	2725944
Inc. Jpj Investment Management	Shareholder	1 Dec 1996	75% - 100%	75-2604347
Inc. Jpj Asset Group	Shareholder	1 Jan 1997	75% - 100%	75-2683300

Based in Arlington

The principal office where Rupay Barrington Capital Management Inc. performs its advisory services is located at 1000 Ballpark Way, Ste. 302, Arlington, TX 76011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-469-7200 or by fax 817-469-7500. The normal business hours are 8:00am - 5:00pm on Monday - Friday.