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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-11-2011
- Office Locations
- 1
Office Locations
About Risley Capital Management LLC
Risley Capital Management is an SEC-registered RIA led by managing member Jeffrey M. Risley. The firm provides portfolio management and financial planning, using a disciplined, indicator-driven tactical approach grounded in supply/demand, relative strength, and combined fundamental and technical analysis to manage risk. Serves retail and institutional clients (including entrepreneurs), with strategies implemented via Schwab-custodied SMAs emphasizing ETFs and U.S. government/agency bonds.
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Owner & Executives
JEFFREY MICHAEL RISLEY
Chief Compliance Officer, Managing Member
- CRD
- #2891511
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,449,879 | $390,578 |
| Non-Discretionary | $7,989,422 | $469,966 |
| Total | $163,439,301 | $393,830 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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