|
⚲
|
| Ridgepath Capital Management LLC
✚
|
|
|---|---|
| CRD # | 283343 |
| SEC # | 801-119002 |
| CIK # | |
| AUM | $234.2 MM (2023-03-08) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 865-240-4984 |
| Address | 9202 S Northshore Knoxville, TN 37922 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 9.2 |
| (b) Individuals (high net worth individuals) | 60 | 210.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 12.3 |
| (n) Other | 0 | 0.0 |
| Total | 261 | 234.2 |
| By Discretionary | ||
| Discretionary | 261 | 234.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 261 | 234.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.2 | |
| Total | 261 | 234.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HFG Advisors Inc
✚
|
OH | 0.2 |
|
Skyline Advisors Inc
✚
|
WA | 0.2 |
|
Serenity Investment Advisors LLC
✚
|
IL | 0.2 |
|
Owen Larue LLC
✚
|
KY | 0.2 |
|
Farringdon Asset Management PTE Ltd
✚
|
0.2 | |
|
Wealth Watch Advisors LLC
✚
|
CO | 0.2 |
|
Buttonwood Wealth LLC
✚
|
VA | 0.2 |
|
Warther Private Wealth LLC
✚
|
OH | 0.2 |
|
Plan A Wealth LLC
✚
|
NE | 0.2 |
|
Monterey Wealth Partners LLC
✚
|
GA | 0.2 |