RAS Capital Services, Inc.
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
FINTRXOverview
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
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 Equities85%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds4%
- US Government Bonds1%
Contacts
1 of 1
Richard Stallone
PresidentCRD 1343037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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