Rinkey Investments
- Regulatory AUM
- $471M
- Discretionary
- $460M
- Clients
- 215
- Avg AUM / client
- $2.2M
- Accounts
- 1,246
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $21.3M | 4.53% |
| High net worth individuals | 137 | $440M | 93.5% |
| Pension and profit sharing plans | 12 | $9.5M | 2.01% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Seth Rinkey | President/Chief Compliance Officer | Feb 2009 (18y) | 75% or more | |
| Benjamin Samuel Rinkey | Registered representative | May 2014 (12y) | ||
| Norman Joseph Mangina | Registered representative | CFP | Aug 2015 (11y) | |
| Sara Jane Gawick | Registered representative | CFP | Jun 2022 (4y) | |
| John D Kenny | Registered representative | CFP | Jan 2025 (2y) | |
| David Kim | Registered representative | CFP | Sep 2025 (1y) | |
| Christine Papelian | Registered representative | CFP | Dec 2025 (1y) | |
| Kimberly Grace Nickel | Registered representative | CFP | Dec 2025 (1y) | |
| Zachary Penn Benton | Registered representative | CFP | May 2026 (0y) | |
| Faranak Gott | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 25% 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) | 05/19/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $462M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗