Ranch Capital Advisors Inc.
Firm details
- Headquarters
- Lakewood Ranch, Florida
- CRD number
- 300966
- Registered since
- March 29, 2019
- Website
- www.ranchcap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI71.79%
- Individuals28.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ranch Capital Advisors Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2019. The firm serves individuals and families and provides financial planning and portfolio management for individual and small-business clients. Its fee arrangements include asset-based fees, hourly charges, fixed fees and other fee types. Ranch Capital also operates as an insurance broker. The firm is not identified as an active ESG investor, multi-state adviser, pension consultant or capital allocator, and it does not report any related adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents7%
- US Government Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
3 of 3
Gregory Pacitti
Chief Executive Officer, PartnerCRD 3258958
Bradley Tremitiere
Chief Investment Officer & PartnerCRD 3115874
Elissa Lovell
Chief Operating Officer & PartnerCRD 5120335
Contacts
3 of 4
Payton Moyer
Associate AdvisorCRD 8171153
Abigail Skipper
Financial CoachCRD 4025207
Susanna Walsh
Client Services ManagerCRD 7187284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$148M in ETFs
83%
$123M
3%
$24.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $15.2M | 166,107 | 10.32% |
Location
Lakewood Ranch, FL
Sarasota
Location
Lakewood Ranch, FL
Headquartered in Lakewood Ranch, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 4910 Lakewood Ranch Blvd N
- Time zone
- ET (UTC-5)
- Office locations
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