Advisor at S2O Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
S2O Capital Management
Location
Steamboat Springs, CO
Credentials
Series 63, Series 65
Industry experience
41 years
Ray Schoonover is the sole advisor at S2O Capital Management, an independent firm based in Steamboat Springs, Colorado. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Schoonover has led S2O Capital Management since its founding in 2012. S2O Capital Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm utilizes a blend of fundamental, technical, and charting analysis combined with probability studies, implementing long-term equity positions alongside active derivative strategies to generate income and manage risk.
Based on S2O Capital Management
$0 - $1,000,000: 1.75% Flat $1,000,001 - $5,000,000: 1.50% Flat $5,000,001+: 1.25% Flat
Account minimum: $100,000
Steamboat Springs, CO
Colorado · Texas
S2O Capital Management, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Series 63, Series 65
Steamboat Springs, CO
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