A complete list of active advisors currently associated with Ravensview Capital Management, LLC

Warmer can help you find a great advisor at Ravensview Capital Management, LLC or one who fits your needs even better.

Ravensview Capital provides ongoing, discretionary investment counsel and special-project advisory services to individuals, high‑net‑worth clients, family offices, and charitable organizations. The firm manages about $95 million for roughly 20 clients and prepares an individualized Statement of Investment Policy for each account. The firm combines multiple analytical methods — including charting, cyclical and technical analysis, quantitative models, and modern portfolio theory — and implements a broad set of strategies that include long‑ and short‑term trading, short sales, margin and options trading, ETFs, hedge funds, real‑asset vehicles and non‑U.S. securities. Accounts are monitored at least monthly with documented trade blotters and use of electronic execution tools (including basket and allocation tools) tied to a designated broker‑dealer to aggregate and allocate trades. Noteworthy features for a firm of this size include a small client base relative to assets under management, routine custodian statements plus a separate quarterly written report to clients, and the availability of special‑project engagements (hourly second‑opinions or defined‑scope reviews). The brochure also discloses potential soft‑dollar research or services from brokers, a requirement that clients use a specific custodian for execution, and formalized compliance training and recordkeeping practices that are emphasized in its disclosures.

To learn more about the advisors currently working at Ravensview Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.