Ryzome Investment Advisors provides financial planning and portfolio management for individuals and small businesses.
Ryzome Investment Advisors reports 673 clients. They include 650 individual clients and 23 high-net-worth individuals. Of its assets, 100.0% ($116M across 675 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 70% |
| High-net-worth individuals | 3% | 30% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 650 | $81.7M | 70.4% | $126K |
| High-net-worth individuals | 23 | $34.4M | 29.6% | $1.49M |
| Corporations and other businesses | Fewer than 5 | $42K | 0.0% | — |
| Total | 673 | $116M | 100% | — |
- Clients
- 650
- Regulatory AUM
- $81.7M
- AUM share
- 70.4%
- Avg. per client
- $126K
- Clients
- 23
- Regulatory AUM
- $34.4M
- AUM share
- 29.6%
- Avg. per client
- $1.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $42K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 673
- Regulatory AUM
- $116M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Ryzome Investment Advisors charges 0.50%–1.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.85% |
| $1M–$3M | 0.75% |
| $3M and above | 0.50% |
Fee details and sources
Other fees
- Hourly Financial Planning and Consulting
- Financial planning and consulting billed at an hourly fee of $75 per hour, with an estimated plan fee given before the work; plans billed on completion.
- Ongoing Financial Planning and Consulting
- Ongoing planning and consulting at an annual fee never to exceed $10,000, charged quarterly in advance.
Kevin Gunns owns 25% to 50% of Ryzome Investment Advisors. The leadership team of Ryzome Investment Advisors includes Chief Financial Officer Kevin Gunns and Chief Compliance Officer Erin Ballor. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Ryzome Investment Advisors, LLC
Kevin Gunns
Control person · since May 2016
- Owns 25% to 50% of Ryzome Investment Advisors, LLC
Erin Ballor
Control person · since January 2025
- Owns 10% to 25% of Ryzome Investment Advisors, LLC
David Leonard
since January 2025
Besides its headquarters, Ryzome Investment Advisors has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 4121 Okemos RD, Suite 24, OkemosHQ
Contact and registration details
- Legal name
- Ryzome Investment Advisors, LLC
- Headquarters
- 4121 Okemos RD, Suite 24, Okemos, MI 48864
- Website
- ryzomeadvisors.com
- Phone
- 517-347-2210
- SEC file
- 801-135589
- Structure
- Michigan LLC
- Fiscal year end
- December
Ryzome Investment Advisors’ named custodian for separately managed accounts is Charles Schwab ($116M). Ryzome Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $116M100%
At year end, Ryzome Investment Advisors’ separately managed accounts were mostly in stocks (50%) and funds (29%).
What the accounts hold
- Stocks50%
- Funds29%
- Bonds12%
- Investment grade corporate bonds10%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash10%
How many clients does Ryzome Investment Advisors have?
Ryzome Investment Advisors has 673 clients and manages $116 million for them, as of June 2026. They include 650 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 June 2026
What services does Ryzome Investment Advisors offer?
Ryzome Investment Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ryzome Investment Advisors charge?
Ryzome Investment Advisors charges 0.50%–1.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Which custodians does Ryzome Investment Advisors use?
Ryzome Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $116M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 June 2026
How many financial advisors does Ryzome Investment Advisors have?
Ryzome Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ryzome Investment Advisors invest in?
At the end of its last fiscal year, Ryzome Investment Advisors’ separately managed accounts held 50% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds, 10% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ryzome Investment Advisors?
Ryzome Investment Advisors’ direct owners are David Leonard, Kevin Gunns and Erin Ballor, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 7 June 2026
How does Ryzome Investment Advisors get paid?
Ryzome Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ryzome Investment Advisors?
Ryzome Investment Advisors’ main office is at 4121 Okemos RD, Suite 24, Okemos, MI 48864. Its phone number is 517-347-2210. Its website is ryzomeadvisors.com.
