# Ratson Advisory LLC

> Ratson Advisory LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 330091
- Filed as: RATSON ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330091
- AdvisorCensus page: https://advisorcensus.com/firm/ratson-advisory-llc-new-york-ny-330091

## Quick answers

**How is Ratson Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ratson Advisory LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Ratson Advisory LLC located?**
Ratson Advisory LLC's principal office is in New York, NY, according to its Form ADV.

**Is Ratson Advisory LLC registered with the SEC or a state?**
Ratson Advisory LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330091.

**How much does Ratson Advisory LLC manage?**
Ratson Advisory LLC reports $2,388,380,041 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (0% discretionary).

**How have Ratson Advisory LLC's assets and staff changed since 2024?**
In the Form ADV data for Ratson Advisory LLC: Regulatory assets under management: $405,527,726 in the October 2024 data and $2,388,380,041 in the October 2026 data, up 489%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ratson Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Ratson Advisory LLC use?**
Ratson Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank and Safra National Bank of New York as custodians holding 10% or more of its separately managed account assets.

**Does Ratson Advisory LLC 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/330091

**What changed in Ratson Advisory LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $85,482,252 to $2,388,380,041 (+2694%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Citibank
- Safra National Bank of New York

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,388,380,041
- Discretionary: $0
- Non-discretionary: $2,388,380,041

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $3,642,077 |
| Banking or thrift institutions | Fewer than 5 | $2,235,449,407 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $149,288,557 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ratsonadvisory.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $405,527,726 | 1 | July 22, 2024 |
| October 2025 | $85,482,252 | 1 | March 28, 2025 |
| October 2026 | $2,388,380,041 | 2 | February 5, 2026 |

Regulatory assets under management: $405,527,726 in the October 2024 data and $2,388,380,041 in the October 2026 data, up 489%.
Total employees: 1 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $85,482,252 to $2,388,380,041 (+2694%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ratson Advisory LLC (CRD 330091): Form ADV filing data as of October 2026.