Raymond Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154412
- Website
- raymondcapitaladvisors.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.46%
- Individuals3.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Raymond Capital Advisors, LLC is an independent registered investment adviser serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its stated investment preference is equities, with portfolios constructed primarily from exchange-traded securities and ETFs. Fee arrangements include a percentage of assets under management and hourly charges. On the manager allocation side, Raymond Capital Advisors uses externally managed solutions for nontraditional exposures, allocating to real estate and commodity strategies through third‑party managers when appropriate. The firm is not an active ESG investor and structures portfolios to emphasize liquid equity exposures while incorporating alternatives for diversification and inflation protection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Lance Stonecypher
Senior Managing DirectorCRD 2837617
Geoffrey Raymond
Founder & PresidentCRD 1642689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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