|
⚲
|
| Keyboard |
| Ranch Capital Advisors Inc
✚
|
|
|---|---|
| CRD # | 300966 |
| SEC # | 801-114909 |
| CIK # | 0001793269 |
| AUM | 385.5 M (2026-03-17) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 941-462-2666 |
| Address | 4910 Lakewood Ranch Blvd Sarasota, FL 34240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001793269 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.7 | ||
| Nvidia Corp | 9.2 | ||
| Broadcom Inc | 7.9 | ||
| Microsoft Corp | 6.5 | ||
| AT&T Inc | 5.2 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Verizon Communications Inc | 4.5 | ||
| Cardinal Health Inc | 4.4 | ||
| Cisco Systems Inc | 4.1 | ||
| Iron Mountain Inc | 4.0 | ||
| Alphabet Inc | 4.0 | ||
| Johnson & Johnson | 3.9 | ||
| Amgen Inc | 3.8 | ||
| Citigroup Inc | 3.7 | ||
| Gilead Sciences Inc | 3.7 | ||
| Procter & Gamble Co | 3.7 | ||
| Entergy Corp /DE/ | 3.5 | ||
| Tesla Motors Inc | 3.4 | ||
| Cummins Inc | 3.2 | ||
| AbbVie Inc | 3.2 | ||
| Chevron Corp | 3.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 108.8 |
| (b) Individuals (high net worth individuals) | 114 | 276.8 |
| (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 | 1,147 | 385.5 |
| By Discretionary | ||
| Discretionary | 1,147 | 385.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,147 | 385.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.5 | |
| Total | 1,147 | 385.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001793269] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Southwest Investment Advisors Inc
✚
|
AZ | 386.9 M |
|
Missionpoint Partners LLC
✚
|
386.9 M | |
|
DS Investment Advisors
✚
|
MI | 386.1 M |
|
Evexia Wealth LLC
✚
|
WI | 386.1 M |
|
Lowery Thomas LLC
✚
|
385.8 M | |
|
Wills Financial Group LLC
✚
|
VA | 385.7 M |
|
Alden Investment Advisors LLC
✚
|
PA | 385.7 M |
|
Wittenberg Investment Management Inc
✚
|
385.2 M | |
|
Pacific Asset Management LLC
✚
|
WA | 384.8 M |
|
Ketron Financial LLC
✚
|
CA | 384.0 M |