Ramsey Hill Asset Management LLC

RIASEC RegisteredEst. 2022

Total AUM

$132M

Discretionary

$132M

100% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 156768
Registered since: March 23, 2022
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: HNWI61.96%
Charitable Organizations20.27%
Corporations / Businesses13.38%
Pension & Profit Sharing Plans2.35%
Individuals2.04%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ramsey Hill Asset Management LLC is an SEC-registered, fee-based wealth manager that focuses on portfolio management for individuals, small businesses, and institutions. The firm charges a percentage of assets under management and reports advisory services that include portfolio management for individual and business clients and pension consulting. Ramsey Hill is structured as a limited liability company, owned by an individual, and does not list itself as an active ESG investor or a multistate adviser. Client coverage includes both high-net-worth individuals and institutional relationships. The firm’s public filings indicate an equity-first orientation in its investment approach and that it acts as a discretionary manager across its client base.