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Raison Asset Management
Filed as RAISON ASSET MANAGEMENT · Legal name Raison Asset Management Corp.
Raison Asset Management is an SEC-registered investment advisory firm in Tallinn, Estonia, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.
Quick answers
From the filingHow is Raison Asset Management compensated?
On its Form ADV (Item 5.E, October 2026), Raison Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.
How much does Raison Asset Management charge?
Its Form ADV Part 2A brochure dated June 17, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Hourly rate: $120 to $800 an hour (additional payments). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Raison Asset Management located?
Raison Asset Management's principal office is in Tallinn, Estonia, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Raison Asset Management registered with the SEC or a state?
Raison Asset Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282147.
How much does Raison Asset Management manage?
Raison Asset Management reports $106,097,249 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).
How have Raison Asset Management's assets and staff changed since 2021?
In the Form ADV data for Raison Asset Management: Regulatory assets under management: $29,785,334 in the October 2021 data and $106,097,249 in the October 2026 data, up 256%. Total employees: 18 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Raison Asset Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); pooled investment vehicles (other than investment companies and business development companies) (1).
Does Raison Asset Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282147
What changed in Raison Asset Management's recent Form ADV filings?
In the May 2026 filing data: Regulatory assets under management went from $219,949,939 to $106,097,249 (-52%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
Average advisory fee is between 0.5% to 2% of assets under management.
Hourly rate: $120 to $800 an hour (additional payments)
The brochure's wording
Raison AM may charge clients by additional agreement hourly fees as additional payments which are typically range from $120 - $800 per hour, and are billed monthly, in arrears.
As stated in the firm's Form ADV Part 2A brochure dated June 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$106,097,249 as of October 2026, filing dated June 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Raison Asset Management Corp.
- Also doing business as
- RAISON WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $106,097,249 | 7 | June 17, 2026 |
| October 2025 | $203,451,819 | 19 | March 13, 2025 |
| October 2024 | $55,593,368 | 19 | March 26, 2024 |
| October 2023 | $53,588,362 | 18 | March 31, 2023 |
| October 2022 | $50,978,795 | 18 | March 24, 2022 |
| October 2021 | $29,785,334 | 18 | March 25, 2021 |
Regulatory assets under management: $29,785,334 in the October 2021 data and $106,097,249 in the October 2026 data, up 256%.
Total employees: 18 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Regulatory assets under management went from $219,949,939 to $106,097,249 (-52%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Raison Asset Management (CRD 282147): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/raison-asset-management-tallinn-282147