RISLEY CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$163M
Discretionary
$155M
95% of AUM
Avg account
$394K
Accounts
415
Employees
1
Advisory reps
1

Firm details

Headquarters
Ellisville, Missouri
CRD number
157271
Registered since
March 9, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, US Government Bonds 20%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 5%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%64%
  • Exchange Traded Equities64%
  • US Government Bonds20%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Contacts

1 of 1
  • JEFFREY RISLEY

    Sole OwnerCRD 2891511

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth