CRD: 138881
Traynor Capital Management
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2006
- Office Locations
- 3
Office Locations
About Traynor Capital Management
Traynor Capital Management (est. 2006) provides financial and retirement planning plus investment advisory/management for retail clients, including entrepreneurs. Portfolios use traditional high-quality equities, fixed income, and ETFs with asset- and style-based strategies and concentrated holdings aimed at risk reduction and low overall costs. Custodied at Fidelity, the firm emphasizes direct, transparent reporting of holdings and fees.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH THOMAS TRAYNOR
Broker, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2152210
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SIMON ANTOINE ARRATA
--
- CRD
- #3070492
MATTHEW ROBERT IHLEIN
Partner
- CRD
- #6485121
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,870,051,172 | $1,460,977 |
| Non-Discretionary | $550,534,022 | $1,448,774 |
| Total | $2,420,585,194 | $1,458,184 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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