Ryse Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ryse Capital Management is a newly formed, fee-only registered investment adviser that offers comprehensive wealth management, discretionary investment management, and both ongoing and project‑based financial planning to individuals, high‑net‑worth clients, and business owners. The firm also provides limited-scope project engagements and hourly planning arrangements, and it does not participate in wrap fee programs or accept commissions for product sales.
The firm’s investment process emphasizes asset allocation grounded in modern portfolio theory and combines passive and active vehicles with fundamental, technical, and cyclical analysis; portfolios are generally constructed for multi‑year horizons, with short‑term trades used when conditions warrant. Strategies are tailored to clients’ objectives and risk tolerance, typically implemented on a discretionary basis with periodic (quarterly) account reviews and reliance on custodial statements for reporting.
Distinctive features relative to many peers include its billing approach: the firm uses fixed and hourly/project fee arrangements rather than a percentage‑of‑AUM fee, and it reports no assets under management at the time of its initial filing. The adviser is newly organized and operates with a single principal, which may result in different scale, service delivery, and operational practices compared with more established investment managers.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Self-Employed
Fee options
Comprehensive Wealth Management fixed fees by tier; Project-Based Financial Planning fixed fees typically $5,000 to $12,000, negotiable
$500 per hour for hourly financial planning engagements, negotiable
Fee-only: Comprehensive Wealth Management fixed fees: Year 1 Annual Fee ranges from $12,000 to $30,000 depending on service tier; Ongoing Annual Fee (Years 2+) ranges from $10,000 to $20,000; Project-Based Financial Planning fixed fees typically range from $5,000 to $12,000 (negotiable); Hourly financial planning at $500 per hour (negotiable)
Main office location
Ryse Capital Management
Brockport NY, United States
Number of offices
2
Most active in
Ryse Capital Management has reported serving >5 clients in these states in the last 12 months.
New York
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:
-
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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