Ryzome Investment Advisors
Firm details
- Headquarters
- Okemos, Michigan
- CRD number
- 170762
- Registered since
- March 18, 2026
- Website
- www.ryzomeadvisors.com
- 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
FINTRXOverview
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
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 Equities50%
- Public Funds/Mutual Funds29%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Contacts
3 of 3
Erin Ballor
Investment Advisor RepresentativeCRD 6656602

Kevin Gunns
Investment Advisor RepresentativeCRD 4453915
David Leonard
Investment Advisor RepresentativeCRD 1184845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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