Private & Confidential · For professional investors

Capital for the independent wealth channel

A funding partner to hybrid broker-dealers & RIAs.

Non-dilutive growth and succession financing, secured on advisory fee cash flows — so firms can grow and transition without giving up equity, control, or personal guarantees.

Scroll
Who we are

A purpose-built lender to the hybrid wealth market

Arravon Capital provides tailored financing to quality hybrid broker-dealers and registered investment advisers. We extend committed capital against named books of business and take our return as a contractual share of the advisory fees our capital helps create — not as equity.

We are friendly to the platforms we work with: we finance recruiting and succession, ride existing custody, billing and supervision rails, and never compete for advisors.

Market context

A large, structurally growing market

0
Advisor revenue fee-based, rising toward 78% by 2026
$0T
Managed account assets, 2024
0
RIA client retention, decade-long
0
Advisors approaching succession this decade

Sources: Cerulli Associates; Schwab RIA Benchmarking Study, 2024. Industry estimates shown for market context, not firm performance.

Our solutions

Purpose-built financing for the independent channel

01

Book Credit & Revenue Interest

A committed line of credit secured on advisory fee cash flows from named books. No equity, no personal guarantees — our return is a contractual share of the fees the capital helps create.

02

Succession & Recruiting Finance

Capital to fund advisor recruiting and the buy-down of retiring books — letting firms capture assets and transition practices without diluting ownership or stretching the balance sheet.

03

Exit & Monetisation

Firms can hold and compound the recurring cash yield, or work with us toward a clean sale of a diversified revenue-interest portfolio when the time is right.

Our people

Operators who understand the channel

Arravon Capital was founded to bring institutional, non-dilutive financing to a market most lenders misunderstand. Full backgrounds and references are available to qualified investors on request.

SK

Sav Kesidis

Co-Founder

Leads the firm's structuring, capital strategy and financial model.

BW

Brad Wilder

Co-Founder

Leads origination and platform relationships across the independent and hybrid channel.

How it works

A partnership, step by step

01

Originate

The firm selects a recruit or succession and the named book to fund.

02

Fund

We draw against that book at the firm level, documented as a revenue interest, with consents obtained where required.

03

Share

Advisory fees continue through the existing custodian; we take a contractual share of net fees, the firm keeps the rest.

04

Compound or exit

The firm holds and compounds, or monetises a diversified portfolio of revenue interests later.

Perspectives

Why now

The shift to fees

Recurring revenue is the prize

Wealth management keeps shifting to fee-based, recurring revenue — predictable cash flows that are well suited to non-dilutive financing.

The succession wave

A decade of transitions

A generation of advisors is approaching succession, creating a steady pipeline of books to recruit, buy down and finance.

The financing gap

An underserved market

Conventional lenders struggle with the regulatory and structural nuances of the channel — leaving quality firms underserved.

Partner with us

Let's explore a solution tailored to your firm

For professional and institutional investors, and for hybrid firms seeking funding — we'd welcome a conversation.

contact@arravoncapital.com
Get in touch