Raymond John Management LLC

Overview

Raymond John Management LLC is a small, single-office registered investment adviser focused on discretionary portfolio management for individuals and small businesses. The firm charges fees calculated as a percentage of assets under management and concentrates its advisory work on individual and family clients rather than institutional mandates. Investment activity tilts toward liquid, exchange-traded exposures supplemented by pooled vehicles and private real estate allocations. The adviser is not positioned as an ESG-focused manager and operates under a single-state registration footprint. Portfolio construction appears to favor customizable separate account strategies for equity exposure while using third-party funds to round out fixed income, diversified mutual fund sleeves and alternative real estate exposure. That mix signals an emphasis on taxable-friendly, tax-aware management and liquidity, with select use of less liquid alternatives to pursue diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices