Ridgepath Capital Management LLC

RIASEC RegisteredEst. 2020

Total AUM

$359M

Discretionary

$359M

100% of AUM

Avg account

$1.1M

Accounts

338

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 283343
Registered since: July 13, 2020
Website: ridgepathcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI84.98%
Corporations / Businesses11.31%
Individuals3.14%
Charitable Organizations0.57%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ridgepath Capital Management LLC is an independent, SEC-registered registered investment adviser that began registration in 2020 and is owned by an individual. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator—managing portfolios directly and selecting outside managers when appropriate. Its advisory services include portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, and selection of other advisers. Ridgepath charges clients using a mix of percentage-of-AUM fees, hourly billing, and other fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.