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, SEC-registered registered investment adviser (since 2019) that focuses on serving individual and family clients, along with small businesses. The firm combines portfolio management and financial planning services with insurance brokerage capabilities. Ownership is private, reflecting a domestic entity plus an individual owner structure. The advisory practice charges clients through a mix of percentage-of-AUM fees and non-AUM arrangements (hourly, fixed, and other fee types). Ranch Capital does not describe itself as a capital allocator and does not identify as an active ESG investor. Its regulatory filings indicate a single-state footprint rather than a multi-state advisory platform.
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
Elissa Lovell
Chief Operating Officer & PartnerCRD 5120335
Gregory Pacitti
Chief Executive Officer, PartnerCRD 3258958
Bradley Tremitiere
Chief Investment Officer & PartnerCRD 3115874
Contacts
3 of 3
Abigail Skipper
Financial CoachCRD 4025207
Ryan Mcmahon
Wealth AdvisorCRD 7311696
Susanna Walsh
Client Services ManagerCRD 7187284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$165M in ETFs
83%
$138M
3%
$27.6M
| 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 | $16.1M | 175,487 | 9.73% |
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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