RISLEY CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- Ellisville, Missouri
- CRD number
- 157271
- Registered since
- March 9, 2022
- Website
- www.risleycm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.32%
- Individuals27.34%
- Other0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Risley Capital Management LLC is a small, SEC-registered independent adviser organized as an LLC and owned by an individual. The firm serves individual and family clients as well as small businesses and institutions, providing portfolio management on both discretionary and non-discretionary bases. Its fee model combines a percentage-of-assets arrangement with the option for hourly billing, indicating a mix of ongoing portfolio oversight and project-based advisory work. Investment positioning is equity-biased: exchange-traded equities represent the single largest asset class on the books and the firm lists equities as its clear preference. Risley Capital also integrates third‑party alternative managers into client portfolios—notably allocations to real estate, commodities and oil & gas—while maintaining exposure to mutual funds and corporate debt for core and income needs. The adviser does not identify as an active ESG investor and operates with a relatively concentrated scale that favors liquid, exchange‑traded instruments and managed separate accounts.
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 Equities64%
- US Government Bonds20%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
1 of 1JEFFREY RISLEY
Sole OwnerCRD 2891511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ellisville, MO
SAINT LOUIS
Location
Ellisville, MO
Headquartered in Ellisville, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 16024 Manchester Rd
- Time zone
- CT (UTC-6)
- Office locations
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