Raymond Capital Advisors, LLC
RIAState Registered
Total AUM
$34.3M
Discretionary
$28.8M
84% of AUM
Avg account
$798K
Accounts
43
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 154412
- Website
- raymondcapitaladvisors.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI97.02%
- Individuals2.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Raymond Capital Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its pricing mixes asset-based fees (percentage of AUM) with hourly charges, and it does not present itself as a capital allocator or an ESG-focused manager.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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