Jeffrey K. Rayburn

ELM ASSET MANAGEMENT

Denton, TX 76205

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CRD#: 7741768

Professional summary

Jeffrey Kyle Rayburn, who also goes by Jeff Kyle Rayburn, is a registered financial advisor currently at ELM ASSET MANAGEMENT INC. located in Denton, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Kyle Rayburn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

* Tingewick Holdings, LLC * Not investment related * Address: 4220 Sloane St, Apt 3006, Carrolton, TX 75007 * Nature: book-keeping and tax services * Position: Owner * Title: President / Owner * Start: Dec 2022 * Less than 10 hours at date of this filing * Zero hours during securities trading hours * part-time book-keeping / tax services for individuals and small businesses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Kyle Rayburn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 6, 2023 - Present

ELM ASSET MANAGEMENT INC.

Office #1: 1121 Dallas Drive Suite 1, Denton, TX 76205

RIA

CRD#: 114199

Denton, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/6/2023

Uniform Investment Adviser Law Examination

Current Firm

ELM ASSET MANAGEMENT INC.

CRD#: 114199 / SEC#:

Texas

Registered Investment Advisory firm - (12/1/1989 Approved)

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Contact information

Main Address

1121 Dallas Drive Suite 1, Denton, TX 76205

Mailing Address

P.o. Box 50538, Denton, TX 76206

Phone number

(940) 382-0001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 6,391,350

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey K. Rayburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Kyle Rayburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELM ASSET MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2023

Current Firm

ELM ASSET MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELM ASSET MANAGEMENT INC.

TRUST BUT VERIFY

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