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

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

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.

To learn more about the advisors currently working at Raymond 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.