SEC Registered Investment Adviser · New York

Where Precision
Meets Capital.

A fiduciary investment adviser managing nearly $1 billion in assets for high-net-worth individuals, families, and institutions — since 2017.

SEC RegisteredFiduciary StandardFee-Only$953M+ AUMEst. 2017, New York
As Seen In
The Wall Street Journal · Bloomberg · Forbes · Financial Times · Barron's · CNBC · Reuters · The Wall Street Journal · Bloomberg · Forbes · Financial Times · Barron's · CNBC · Reuters
$953M+
Assets Under Management
Current SEC filing
8+
Years in Operation
Founded Nov 2017
100%
Fiduciary Standard
Always
SEC
Registered Adviser
No. 801-117100
RADIANX CAPITAL office, Midtown Manhattan

Eight years of
measured conviction.

New York · Est. 2017
Beyond Wealth Management

Three ways to grow
your capital.

RADIANX operates across the full spectrum of capital markets — from long-term wealth management to active trading and spot execution.

01

Wealth Management

Bespoke portfolio construction, financial planning, tax optimisation and estate strategy — built entirely around your long-term objectives as a fiduciary adviser.

  • SEC-registered fiduciary
  • Custom portfolio construction
  • Integrated tax & estate planning
Explore Services →
02

Active Trading

Institutional-grade active trading strategies across equities, derivatives, and structured products — executed with disciplined risk frameworks and real-time market intelligence.

  • Multi-asset class execution
  • Quantitative & discretionary strategies
  • Real-time risk management
Start Trading →
03

Spot Platform

Direct access to spot markets with competitive pricing, deep liquidity, and institutional-level execution. Trade currencies, commodities, and digital assets with precision and speed.

  • Competitive spot pricing
  • Deep institutional liquidity
  • Fast, reliable execution
Access Platform →
$953M+
Under Management
3
Capital Solutions
8+
Years Active
SEC
Registered & Regulated
Fiduciary First

Your interests.
Always first.

As an SEC-registered investment adviser operating under the fiduciary standard, we are legally obligated to act in your best interest — at every moment, on every decision. No commissions. No conflicts of interest. Just clear, objective advice aligned entirely with your goals.

  • No commission-based products, ever
  • Full transparency on all fees and costs
  • Objective advice with zero hidden incentives
How We Operate →
Fiduciary Standard
100%
Always legally bound to you
Commission Income
$0
Zero. Not a single dollar.
SEC Registration
CRD# 298178
Active since November 2017
Portfolio Performance
Q1
Q2
Q3
Q4
Q1
Q2
Investment Management

Portfolios built
from scratch.

We don't use model portfolios or pre-packaged products. Every portfolio is constructed from the ground up — calibrated to your specific goals, tax situation, time horizon, and risk tolerance. Then monitored and refined continuously as your life evolves.

  • Custom allocation across all asset classes
  • Continuous active risk management
  • Tax-loss harvesting integrated at every level
Explore Investments →
Financial Planning

A plan that
evolves with you.

Your financial plan is not a one-time document — it is a living framework that we revisit, stress-test, and refine as your life changes. We map every dimension: income, obligations, protection, education, retirement, and legacy — and keep it all in alignment.

  • 360° view of your complete financial life
  • Integrated retirement & estate planning
  • Regular reviews tied to life events
See Financial Planning →
Discovery
Full financial picture mapped
Strategy Design
Bespoke plan across all areas
Implementation
Executed with institutional precision
Continuous Review
Adapts as your life evolves
RADIANX CAPITAL workspace
Our Philosophy

Capital managed
with exactitude

At RADIANX CAPITAL, lasting wealth is built on clarity, discipline, and precision. We construct strategies that endure market cycles and life transitions alike.

As a fully registered fiduciary, our sole obligation is to you. No hidden incentives. No commissions. Transparent counsel calibrated to your long-term interests.

  • 01
    Fiduciary by Design
    Legally bound to act in your best interest. No conflicts, no commissions.
  • 02
    Institutional Rigor
    Analytical standards of the world's leading institutions — with personal attention.
  • 03
    Transparent Fees
    Fees are clear. Communication is open. No surprises, ever.
  • 04
    Long-Term Thinking
    Every decision made through a long-term lens — resistant to noise and sentiment.
About the Firm →
Leadership

The people behind
your capital

Li Tan
Principal
Li Tan
Co-Founder & Managing Principal

Over 30 years of investment management experience. Specialises in tax-efficient portfolio construction and long-term wealth architecture for high-net-worth families.

Hover to connect →
Li Tan
Co-Founder & Managing Principal

Over 30 years of investment management experience. Specialises in tax-efficient portfolio construction and long-term wealth architecture for high-net-worth families.

Schedule a Call →
David Su
Principal
David Su
Co-Founder & Senior Adviser

Three decades serving high-net-worth families. Focuses on retirement income architecture, estate planning coordination, and complex financial transitions.

Hover to connect →
David Su
Co-Founder & Senior Adviser

Three decades serving high-net-worth families. Focuses on retirement income architecture, estate planning coordination, and complex financial transitions.

Schedule a Call →
Douglas Beyer
Investment Adviser
Douglas Beyer
Investment Adviser & Analyst

Combines analytical rigour with a contemporary approach to portfolio research. Focuses on high-conviction opportunities and optimal portfolio positioning.

Hover to connect →
Douglas Beyer
Investment Adviser & Analyst

Combines analytical rigour with a contemporary approach to portfolio research. Focuses on high-conviction opportunities and optimal portfolio positioning.

Schedule a Call →
Client Perspectives

What our clients
experience

"
★★★★★

RADIANX transformed how I think about my wealth. For the first time, everything — investments, taxes, estate — works as one coherent strategy. The clarity alone is worth it.

ST
Senior Technology Executive
Client since 2019 · New York
"
★★★★★

I've worked with three advisers over the years. None came close to the rigor and transparency RADIANX brings. They think about my money the way I think about my business — long-term, methodically.

Private Equity Partner
Client since 2020 · New York
"
★★★★★

What sets RADIANX apart is that they actually explain every decision. I understand my portfolio, my tax strategy, and my plan. No black boxes. That trust is rare in this industry.

Healthcare Founder
Client since 2021 · New Jersey
How We Work

A disciplined
four-step process

From first conversation to ongoing stewardship — a structured process that produces consistent, disciplined outcomes for every client.

Full Methodology →
01
Discovery
An unhurried conversation about your full financial life — goals, concerns, timeline, and what wealth means to you.
02
Architecture
A comprehensive financial blueprint — tax-efficient, risk-calibrated, built precisely around your circumstances.
03
Execution
Institutional-grade implementation — every position, every tax implication managed with precision.
04
Stewardship
Daily monitoring, annual reviews — your strategy evolves continuously as your life does.
SEC No. 801-117100
CRD 298178
EIN 82-3414149
Founded November 2017
Office 529 5th Ave, Suite 1475, New York
Fiduciary · AlwaysFee-OnlySEC RegisteredForm ADV Available

Your wealth deserves
precise attention.

529 5th Avenue, Suite 1475 · New York, NY 10017
Complimentary consultation for qualified prospective clients.