# Ravenstone Capital Management Inc.

> Ravenstone Capital Management Inc. is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 338898
- Filed as: RAVENSTONE CAPITAL MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Toronto, Ontario, Canada
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338898
- AdvisorCensus page: https://advisorcensus.com/firm/ravenstone-capital-management-inc-toronto-ontario-338898

## Quick answers

**How is Ravenstone Capital Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ravenstone Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Ravenstone Capital Management Inc. located?**
Ravenstone Capital Management Inc.'s principal office is in Toronto, Ontario, Canada, according to its Form ADV.

**Is Ravenstone Capital Management Inc. registered with the SEC or a state?**
Ravenstone Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338898.

**How much does Ravenstone Capital Management Inc. manage?**
Ravenstone Capital Management Inc. reports $370,890,873 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Ravenstone Capital Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (378); corporations or other businesses not listed above (145); high net worth individuals (32).

**Which custodians does Ravenstone Capital Management Inc. use?**
Ravenstone Capital Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Bank Independent Network as a custodian holding 10% or more of its separately managed account assets.

**Does Ravenstone Capital Management Inc. 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/338898

**Does Ravenstone Capital Management Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 18, 2026 says: "The Firm generally has a minimum account size of $1 million (CDN) per client relationship, which may be waived based on certain factors, such as the potential for growth, earnings power, and net worth of the client."

**What changed in Ravenstone Capital Management Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 18, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The Firm generally has a minimum account size of $1 million (CDN) per client relationship, which may be waived based on certain factors, such as the potential for growth, earnings power, and net worth of the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Bank Independent Network

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: $370,890,873
- Discretionary: $370,890,873
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 378 | $24,701,163 |
| High net worth individuals | 32 | $55,727,902 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $149,577,820 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1,882,923 |
| Charitable organizations | 6 | $6,408,249 |
| Corporations or other businesses not listed above | 145 | $132,592,816 |

### 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: 2026 (0 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ravenstonecapital.ca](https://ravenstonecapital.ca)
- LinkedIn @ravenstone-capital-management-inc

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ravenstone Capital Management Inc. (CRD 338898): Form ADV filing data as of October 2026.