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Charles Raven Capital Management Co (San Francisco)


Charles Raven Capital Management Co is a large advisory firm based in San Francisco. It manages $298.48 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Charles Raven Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Charles Raven Capital Management: assets under management

The assets under management (AUM) of Charles Raven Capital Management Co is $298.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $298.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.81 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Charles Raven Capital Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Charles Raven Capital Management Co performs its advisory services is located at 580 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415)217-3261 or by fax (415)217-3240. The normal business hours are 7a.m.-4p.m. on Monday - Friday.


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