RA Advisory LLC

Overview

RA Advisory LLC is a small, independent registered investment adviser that focuses on financial planning and direct portfolio management for individuals and small businesses. The firm runs a compact, equity-first approach: a large share of client assets are invested in exchange-traded equities (individual stocks and ETFs), supported by mutual funds where appropriate. The business model is fee-based with a mix of percentage-of-AUM, fixed-fee engagements and performance-linked arrangements, and it operates as an owner-managed RIA serving a handful of clients rather than a broad institutional or multi-state practice. The investment emphasis is on liquid, publicly traded instruments executed through a retail custody platform, which suggests an active trading and portfolio construction workflow suited to taxable and non-taxable retail accounts. Given the very small client base and concentrated asset pool, portfolio construction will likely be bespoke and client-specific rather than model-driven at scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices