Raymon Capital Advisors, LLC
RIASEC Registered
Total AUM
$19.6M
Discretionary
$18.4M
94% of AUM
Avg account
$401K
Accounts
49
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 301125
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.25%
- Individuals22.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Raymon Capital Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. Its core advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify itself as a multi-state adviser or an active ESG investor.
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities25%
- Cash & Cash Equivalents8%
- US Government Bonds5%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
David Raymon
Managing PrincipalCRD 5004248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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