Ransome Asset Management

Overview

Ransome Asset Management is a small, independent registered investment adviser that serves individual and family clients as well as small businesses and institutions. The firm takes an equity-first stance: exchange-traded equities and ETFs are the primary vehicle for client portfolios, and its filings show a clear preference for liquid, publicly traded instruments. Beyond equity allocations, the firm offers financial planning and portfolio management services and also operates as a real estate broker, which shapes its access to and use of real estate investments. The adviser uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — allowing flexibility for different client needs. The firm does not position itself as a capital allocator or multi-state adviser, and it does not emphasize ESG integration in its documented approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices