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| Ridgepath Capital Management LLC
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|---|---|
| CRD # | 283343 |
| SEC # | 801-119002 |
| CIK # | 0001943071 |
| AUM | 358.9 M (2026-02-03) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 865-240-4984 |
| Address | 9202 S Northshore Knoxville, TN 37922 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001943071 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 6.7 | ||
| Altria Group Inc | 4.1 | ||
| Paychex Inc | 3.5 | ||
| Wal Mart Stores Inc | 2.7 | ||
| Docusign Inc | 2.7 | ||
| Grayscale Bitcoin Trust BTC | 2.7 | ||
| Verizon Communications Inc | 2.5 | ||
| Apple Inc | 1.8 | ||
| Microsoft Corp | 1.3 | ||
| Kraft Foods Inc | 1.1 | ||
| Rayonier Advanced Materials Inc | 1.1 | ||
| Nvidia Corp | 0.9 | ||
| FB Financial Corp | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 11.3 |
| (b) Individuals (high net worth individuals) | 70 | 304.9 |
| (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 | 2.1 |
| (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 | 8 | 40.6 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 358.9 |
| By Discretionary | ||
| Discretionary | 338 | 358.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 338 | 358.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.9 | |
| Total | 338 | 358.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001943071] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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