Risley Capital Management LLC

Risley Capital Management LLC is a registered investment adviser based in Ellisville, Missouri, established in 2011. The firm offers individual portfolio management services, providing continuous advice tailored to clients' needs. Risley Capital Management manages discretionary and non-discretionary accounts, guided by clients' objectives, risk tolerance, and tax considerations. The firm's investment recommendations cover various securities, including exchange-listed securities, mutual fund shares, and government securities. For individual portfolio management, fees range from 0.25% to 1.25% of assets under management, with a minimum initial investment of $50,000. Consulting services are also available at an hourly rate of $125. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and state or municipal government entities, with a minimum account size of $50,000. Risley Capital Management employs fundamental and technical analysis, asset allocation strategies, and long-term and short-term purchase approaches. The firm does not have any disciplinary events to disclose and does not engage in solicitation or accept compensation for client referrals. Clients' funds and securities are held with independent custodians, and the firm exercises limited custody over client assets. Clients may grant discretionary authority for asset management, and the firm does not vote proxies on behalf of clients. As an SEC-registered adviser, Risley Capital Management does not have financial issues that would impair its services.