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| Happy Holidays!! thanks for using AUM13F!! |
| Ranch Capital Advisors Inc
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| CRD # | 300966 |
| SEC # | 801-114909 |
| CIK # | 0001793269 |
| AUM | $338.2 M (2025-06-04) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 941-462-2666 |
| Address | 4910 Lakewood Ranch Blvd Sarasota, FL 34240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.7 | ||
| Nvidia Corp | 8.4 | ||
| Apple Inc | 8.0 | ||
| Broadcom Inc | 6.4 | ||
| J P Morgan Chase & Co | 4.5 | ||
| AT&T Inc | 4.3 | ||
| International Business Machines Corp | 4.2 | ||
| Blackstone Group LP | 4.2 | ||
| Procter & Gamble Co | 4.0 | ||
| Iron Mountain Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 89.2 |
| (b) Individuals (high net worth individuals) | 114 | 249.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,138 | 338.2 |
| By Discretionary | ||
| Discretionary | 1,138 | 338.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,138 | 338.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.2 | |
| Total | 1,138 | 338.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001793269] |
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|---|---|---|
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CA | 0.3 |
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0.3 | |
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Aletheian Wealth Advisors LLC
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0.3 | |
|
The Mathes Company Inc
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NY | 0.3 |
|
ICW Investment Advisors LLC
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AZ | 0.3 |
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Glassy Mountain Advisors Inc
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MD | 0.3 |