RAS Capital Services, Inc.

RIASEC Registered
Total AUM
$55M
Discretionary
$0
0% of AUM
Avg account
$786K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
149993
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI65.45%
  • Individuals34.55%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RAS Capital Services, Inc. is a small, client-focused advisory firm that manages a concentrated pool of individual and family assets with a clear tilt toward publicly traded equities. The firm provides portfolio management for individuals and small businesses on a percentage-of-AUM fee basis and operates with primarily non‑discretionary mandates, meaning clients retain final trading authority while the adviser provides ongoing allocation guidance and model recommendations. Investment activity centers on liquid, exchange‑traded instruments supplemented by mutual funds, with commodity exposure used as the primary alternative allocation. The firm’s model and account structure suggest a pragmatic approach: build equity-dominant portfolios using listed securities for core exposure, layer in mutual funds where appropriate for diversification or active management, and access commodities through third-party managers or pooled vehicles to broaden return drivers and inflation hedges. RAS Capital Services, Inc. is not positioned as an ESG specialist and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 85%, Cash & Cash Equivalents 10%, Public Funds/Mutual Funds 4%, US Government Bonds 1%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • Public Funds/Mutual Funds4%
  • US Government Bonds1%

Contacts

1 of 1
  • Richard Stallone

    Richard Stallone

    PresidentCRD 1343037

Wealth teams

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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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth