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- Custodian
- Bank OF America · Interactive Brokers · Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2012
- Office Locations
- 1
Office Locations
About S2O Capital Management
S2O Capital Management is a boutique portfolio manager providing discretionary and select non-discretionary, separately managed accounts tailored to client objectives and risk tolerance. The firm combines long-term equity growth exposure with short-term active management that seeks alpha by selling volatility/risk premia using liquid underlyings (options). Services include risk/return assessment, custom asset allocation, strategy diversification, and quarterly performance monitoring; client assets are held at a third-party custodian (e.g., Interactive Brokers).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RAY ALLEN SCHOONOVER
Chief Compliance Officer, Managing Director, President
- CRD
- #1173483
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,012,101 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,012,101 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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