Raymon Capital Advisors, LLC

Overview

Raymon Capital Advisors, LLC is a small, independent registered investment adviser organized as an LLC and run as an individual-owned practice. The firm focuses on providing financial planning and portfolio management to individual and family clients and small businesses. Its business model is fee-based, charging a percentage of assets under management, and it operates as a single-office RIA custodied at Charles Schwab & Co., Inc. Investment activity is concentrated in publicly available pooled vehicles rather than direct-stock trading or broad alternative allocations. The adviser reports a clear preference for mutual funds and other public funds as the primary building blocks of client portfolios. The firm does not identify as an active ESG investor and does not report pension consulting or multi-state advisory activity.

Assets & Accounts

Investments & Alternatives

Location & Offices