Ryzome Investment Advisors

RIASEC RegisteredEst. 2026
Total AUM
$116M
Discretionary
$116M
100% of AUM
Avg account
$172K
Accounts
675
Employees
2
Advisory reps
3

Firm details

Headquarters
Okemos, Michigan
CRD number
170762
Registered since
March 18, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals70.38%
  • HNWI29.59%
  • Corporations / Businesses0.04%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ryzome Investment Advisors is an independent, individual-owned registered investment adviser operating as an LLC. The firm serves individuals and families, offering financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Ryzome does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator; instead it relies on third-party managers where appropriate. The firm lists professional ties with an accountant and an insurance company as part of its broader industry network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 29%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%, US Government Bonds 1%, State & Local Bonds 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds29%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents10%
  • US Government Bonds1%

Contacts

3 of 3
  • Erin Ballor

    Erin Ballor

    Investment Advisor RepresentativeCRD 6656602

  • Kevin Gunns

    Kevin Gunns

    Investment Advisor RepresentativeCRD 4453915

  • David Leonard

    David Leonard

    Investment Advisor RepresentativeCRD 1184845

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Okemos, MI

Ingham

Location

Okemos, MI

Headquartered in Okemos, MI, in the Midwest of the United States.

Region
Midwest
County
Ingham
Address
4121 Okemos Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth