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- Custodian
- Folio Investments · Goldman Sachs · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-02-2011
- Office Locations
- 2
Office Locations
About Raymond Capital Advisors, LLC
Raymond Capital Advisors, LLC is a boutique retail RIA offering personalized investment management plus retirement and financial planning. The firm emphasizes risk-controlled portfolio construction and asset allocation, with ETFs as the primary vehicle in managed accounts (and mutual funds used as needed). Client focus includes individuals such as entrepreneurs, with offices in Sarasota, FL and Maggie Valley, NC.
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Owner & Executives
GEOFFREY PETER RAYMOND
Chief Compliance Officer, Co-Chief Investment Officer, President
- CRD
- #1642689
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LANCE JAY STONECYPHER
President
- CRD
- #2837617
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,840,825 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,840,825 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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