R
Raymon Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,643,000
Clients
37
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$530,892
About
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.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
$0 - $100,000: 1.20% $100,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.50%
Main office location
Raymon Capital Advisors, LLC
Atlanta GA, United States
Number of offices
1
Most active in
Raymon Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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