RYAN POAGE & CO.

Overview

Ryan Poage & Co. is an independent, LLC-structured registered investment adviser that began SEC registration in 2026. The firm serves both individual and family clients as well as select institutional relationships, and it bills clients using a mix of percentage-of-AUM and fixed fees. Core advisory activities include financial planning and portfolio management aimed at individuals and small businesses. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives