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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 26, 2025 and September 14, 2026, reported AUM increased 31.1%, from $1.8B to $2.4B.
Across 5 reported observations, AUM increased 159.1% between March 17, 2022 and September 14, 2026, from $934.1M to $2.4B.
Of the latest reported AUM, 77.3% is discretionary and 22.7% is non-discretionary.
The firm reports 6 advisory representatives and 2,575 clients, or 429.2 clients per representative. That equates to $940.0K in reported AUM per client.
The profile lists 3 reported office locations and 20 years in operation. The source data was last updated on September 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Traynor Capital Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Traynor Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.