A complete list of active advisors currently associated with Raymon Capital Advisors, LLC

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

The firm provides investment advisory and financial planning services to individual clients through both discretionary and non‑discretionary managed accounts, managing approximately $19.6 million for about 37 client accounts and stating no minimum account size. Financial planning and consulting — including risk assessment, estate planning, and financial organization — are included as part of its asset management offering. Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance, and the firm uses a range of methods such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies. The firm collects suitability information via a risk‑profile questionnaire, performs periodic account reviews, and may aggregate client orders for execution. Notably, the brochure explicitly discloses risks related to artificial intelligence and machine‑learning components used by service providers and describes periodic due diligence to address those risks, a disclosure that is less common for small, state‑registered firms. The firm also recommends an independent custodian relationship for execution and reporting, discloses limited custody only through fee debiting, and does not charge performance‑based fees.

To learn more about the advisors currently working at Raymon Capital Advisors, 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.