TORONTO, ONTARIOCRD 338898Registration Status: ApprovedEffective since July 22, 2026Latest ADV June 25, 2026
Ravenstone Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated June 25, 2026, reports $371M in regulatory assets under management, 5 employees, and 1,985 accounts.
Assets Under Management
$371M
Employees
5
Offices
--
Total Clients
567
Primary office
TORONTO, ONTARIO
2300 YONGE STREET, SUITE 2005, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
378
2
Corporations
25.6%
145
3
HNWI
5.6%
32
4
Charitable
1.1%
6
5
Pension Plans
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$371Mas of June 25, 2026
Discretionary100.0%
$371M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$371M
Total Accounts1,985
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee113:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.