RATSON ADVISORY LLC

Overview

Ratson Advisory LLC is a small, SEC‑registered investment adviser that operates as a limited liability company and is organized under individual ownership. The firm’s reported client base is institutional, and its advisory scope covers portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Ratson charges either a percentage of assets under management or fixed fees. The firm’s reported activity is heavily non‑discretionary: most of its assets are managed on an advisory basis where trading authority remains with the client. Its filings classify it as unclassified and note that it is not a capital allocator and is not an active ESG investor. The adviser appears to favor liability‑sensitive, income‑oriented positioning—its largest concentrated exposure is to U.S. government bonds—while also accessing third‑party alternatives and mutual funds to broaden sources of return.

Assets & Accounts

Investments & Alternatives

Location & Offices