Risley Capital Management Llc
Risley Capital Management LLC is a privately held U.S. financial services firm in Ellisville offering fee-based investment management, financial planning, and income tax preparation services to individual clients.
- Company typePrivate
- Founded-
- HeadquartersEllisville, United States
- Headcount—
- GTM typeB2C
- OfferingServices
Risley Capital Management Llc firmographics
Firmographics- Name
- Risley Capital Management Llc
- Website
- https://risleycm.com
- Company type
- Private
- Short description
- Risley Capital Management LLC is a privately held U.S. financial services firm in Ellisville offering fee-based investment management, financial planning, and income tax preparation services to individual clients.
- Ownership category
- akta.pro rank
Risley Capital Management Llc industry classification
Industry- Product category
- Investment Advisory & Financial Planning
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where Risley Capital Management Llc is headquartered
LocationHeadquarters
- HQ city
- Ellisville
- HQ country
- United States
- HQ region
- North America
Markets served
Risley Capital Management Llc business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Risley Capital Management Llc product offering
Product offeringCore offering
Risley Capital Management provides fee-based investment management, financial planning, and income tax preparation services. The firm serves individual clients seeking professional guidance on managing investments, structuring their financial plans, and handling annual income tax filings.
Differentiator
Problem solved
Functional benefit
Companies that use Risley Capital Management Llc
Customer profileIdeal customer profiles1 record
Risley Capital Management Llc technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Risley Capital Management Llc competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Large national wealth management and financial advisory firm headquartered in the St. Louis metro area (Des Peres, near Ellisville), offering investment advisory, financial planning, and retirement services to individual investors. Directly relevant as both a geographic neighbor and a comparable fee-based advisory/tax-services business model.
- H&R Block: National consumer tax preparation firm that has expanded into adjacent financial products and advisory services. Comparable as a brand consumer tax-prep provider that increasingly bundles wealth and advisory offerings, overlapping with the firm's tax + advisory service mix.
- Ameriprise Financial: Diversified financial services firm with a large advisor channel providing investment management, financial planning, and tax-related services to individuals. Comparable as a broad incumbent offering the same bundled wealth + planning + tax proposition at scale.
- Waddell & Reed Financial (Macquarie Asset Management): Historical Kansas City–based wealth manager (now part of Macquarie) that offered investment advisory and financial planning to individuals and small businesses. Comparable as an incumbent in the Midwestern U.S. personal financial advisory market.
- Stifel Independent Advisors: Broker-dealer and RIA channel of Stifel Financial providing investment management, financial planning, and wealth advisory services to individuals and families. Comparable as a multi-service incumbent competing for the same household client base.
- Baird (Robert W. Baird & Co.): Employee-owned wealth management and investment bank with a strong Midwestern individual-wealth practice offering investment advisory, financial planning, and tax-aware portfolio management. Comparable as an incumbent Midwestern wealth manager with overlapping services.
Emerging players
- Cetera Financial Group: Independent broker-dealer and RIA support platform serving financial advisors who offer investment management, financial planning, and tax-related services to individuals. Comparable as the type of support platform a small multi-service advisory firm would typically affiliate with.
- LPL Financial: Largest independent broker-dealer in the U.S., providing infrastructure, custody, and compliance to thousands of independent RIAs and financial advisors running fee-based wealth and planning practices. Comparable as the typical operating platform for small/mid-sized independent advisory firms.
Market position
Customer concentration
Risley Capital Management Llc financial estimates
Financial estimateRevenue estimate
Valuation estimate
Risley Capital Management Llc leadership team
Management profileNumber of profiles
Risley Capital Management Llc funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Risley Capital Management Llc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Risley Capital Management Llc
What does Risley Capital Management Llc do?
Risley Capital Management provides fee-based investment management, financial planning, and income tax preparation services. The firm serves individual clients seeking professional guidance on managing investments, structuring their financial plans, and handling annual income tax filings.
When was Risley Capital Management Llc founded?
Risley Capital Management Llc was founded in -1.
Where is Risley Capital Management Llc based?
Risley Capital Management Llc is headquartered in Ellisville, United States, in the North America region.
Who are Risley Capital Management Llc's main competitors?
Broad incumbents on record are Edward Jones, H&R Block, Ameriprise Financial, Waddell & Reed Financial (Macquarie Asset Management), Stifel Independent Advisors and Baird (Robert W. Baird & Co.). Emerging players are Cetera Financial Group and LPL Financial.
Does Risley Capital Management Llc have an API?
No public API is recorded for Risley Capital Management Llc.
What industry is Risley Capital Management Llc in?
Risley Capital Management Llc's product category is Investment Advisory & Financial Planning. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 523940 and its SIC code is 6282.