Raymond Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Raymond Capital Advisors serves a relatively small set of clients that includes broker-dealers, money management firms, corporations, pension and profit-sharing plans, charitable organizations, high net worth individuals, and other individual investors. The firm provides discretionary and non-discretionary portfolio management, customized consulting, financial planning, and retirement account rollover advice.
The adviser employs proprietary quantitative models that use price momentum and earnings-based ranking systems and makes investment decisions on a weekly cadence across a menu of equity-only and blended strategies. Portfolios are typically broad (generally 80–200 issues), may include ETFs, mutual funds, ADRs and U.S. fixed income instruments, and include specialized offerings such as a Completion Core Equity strategy that excludes the seven largest megacap stocks and several tactical asset-allocation variants.
Noteworthy features relative to peers include its small client roster (18 clients) with approximately $34.3 million in total AUM split between discretionary ($28.8M) and non‑discretionary ($5.45M) assets, a requirement that clients use Folio/Goldman Sachs Custody Solutions (including Folio’s “window trade” order process), and a practice of providing financial planning at no charge to managed clients while charging a flat fee for non‑clients. The firm also discloses limited custody to permit fee deductions and has added specific disclosures about currently managed non‑discretionary assets.
Client services
Expertise
Fee options
$3,400 flat fee for retirement plan financial planning for clients without assets under management
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually for equities only strategies, 0.65% for blended assets strategies $5,000,001+: 0.65% annually for equities only strategies, 0.50% for blended assets strategies
$250 per hour for subset financial planning services
Account minimum: $2,500 Fee-only: $3,400 flat fee for financial planning for clients without assets under management; $250/hour for subset services
Main office
Sarasota FL
Advisors at this office
2
Most active in
Florida · North Carolina
Also doing business as
Ned Davis Investment Management, LLC · Raymond Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Lance S
CFA®
Sarasota, FL
Raymond Capital Advisors, LLC
Lance Stonecypher is a CFA® charterholder with 11 years of industry experience. He has been with Raymond Capital Advisors, LLC since 2018. Outside of his advisory role, he manages LJS Capital, LLC, an entity that holds private equity and commercial real estate partnerships within his IRA and is exploring option trading through this LLC. Raymond Capital Advisors serves a limited client base including broker-dealers, corporations, pension plans, charitable organizations, and high-net-worth individuals. The firm uses proprietary quantitative models focused on price momentum and earnings rankings to manage broad, equity-focused portfolios with discretionary and non-discretionary services.
Geoffrey R
CFA®, Series 63
Sarasota, FL
Raymond Capital Advisors, LLC
Geoffrey Raymond is a CFA® charterholder with 15 years of industry experience. He has been with Raymond Capital Advisors, LLC since 2010. The firm serves a select clientele including broker-dealers, money management firms, corporations, pension and profit-sharing plans, charitable organizations, high net worth individuals, and other individual investors. Raymond Capital Advisors employs proprietary quantitative models focused on price momentum and earnings-based rankings, offering a range of equity and blended investment strategies tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)