$19.6M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-25-2019
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Raymon Capital Advisors, LLC
Raymond Capital Advisors is an Atlanta-based RIA providing personalized investment management plus retirement and financial planning. The firm emphasizes risk-controlled, asset-allocation driven portfolios and uses vehicles such as mutual funds, ETFs, and annuities to align with client goals, including entrepreneurs. Custody includes Charles Schwab (and Morgan Stanley).
Team overview
-- AVG AGE
$19.6M AVG AUM / ADVISOR
$530.9K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID L RAYMON
Chief Compliance Officer, Managing Principal
- CRD
- #5004248
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,443,000 | -- |
| Non-Discretionary | $1,200,000 | -- |
| Total | $19,643,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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