RIA Intel›Advisers›Florida›RAYMOND CAPITAL ADVISORS, LLC

RAYMOND CAPITAL ADVISORS, LLC

Advisory

FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL
#1,859
of 2,610 advisers by AUM
Average account
$703K
across 41 accounts
AUM per adviser
$14M
2 advisers
Filing history
3
filings since 2011

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$29M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record3
First FilingMay 31, 2011
Latest FilingMar 30, 2026
Full AUM trend chart and 3 historical filings spanning 15+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

LIBERTY ADVISORY GROUP, INC.
PONTE VEDRA BEACH, FL
$29M
SPRINGTRU, LLC
$29M
BAYTREE FUNDING CAPITAL MARKETS, INC.
SUNRISE, FL
$29M
INVESTMENT ADVISORY OF LEE COUNTY, LLC
FT. MYERS, FL
$29M
JEFFREY B. WAXMAN, INC.
$29M
GMG ASSET MANAGEMENT LLC
$29M

Get the full picture on RAYMOND CAPITAL ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RAYMOND CAPITAL ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans