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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ridgepath Capital Management LLC
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| CRD # | 283343 |
| SEC # | 801-119002 |
| CIK # | 0001943071 |
| AUM | $331.6 M (2025-01-15) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 865-240-4984 |
| Address | 9202 S Northshore Knoxville, TN 37922 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 6.2 | ||
| Wal Mart Stores Inc | 6.2 | ||
| Paychex Inc | 5.9 | ||
| Verizon Communications Inc | 4.3 | ||
| Altria Group Inc | 3.6 | ||
| Fiserv Inc | 1.5 | ||
| Kraft Foods Inc | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Apple Inc | 1.1 | ||
| Nvidia Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 14.0 |
| (b) Individuals (high net worth individuals) | 60 | 279.2 |
| (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 | 2.0 |
| (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 | 7 | 36.4 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 331.6 |
| By Discretionary | ||
| Discretionary | 302 | 331.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 302 | 331.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.6 | |
| Total | 302 | 331.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001943071] |
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