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RAYMOND CAPITAL ADVISORS, LLC

CRD 154412 · SEC 801-72436

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$28.8M

Discretionary AUM

$28.8M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)SEE SCHEDULE D, MISCELLANEOUS SECTION

Client types

TypeClientsAUM
High net worth individuals18$27.8M

All web addresses on file

Official SEC filing: View on IAPD