Andrew Richard Rumbelow
Investment Adviser Representative at SYON Capital LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Richard Rumbelow is an investment adviser representative with SYON Capital LLC in San Francisco, CA, where they have been registered since 2026. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Fisher Investments and Raymond James & Associates, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James & Associates, Inc.Jun 2015 – Sep 2017Memphis, TN
- UnemployedSep 2017 – Jan 2018Memphis, TN
- Stratas FoodsJan 2018 – May 2018Memphis, TN
- Fisher InvestmentsMay 2018 – Mar 2026Camas, WA
- Syon Capital LLCJun 2026 – no end date reportedSan Francisco, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SYON Capital LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal family office services acting as a trusted and strategic fiduciary; diversified wealth advisory addressing all aspects of wealth; customized investment portfolios designed for generational wealth creation; and tax-aware planning to help clients grow, protect, and transfer more of their wealth.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Francisco, CA
- SEC file number:
- 801-126386
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at SYON Capital LLC
12 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Richard Rumbelow has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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