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 that began filing in 2019 and positions itself to serve individuals and families. The firm offers financial planning and discretionary portfolio management for individuals and small businesses and also operates as an insurance broker. Its billing mixes percentage‑of‑AUM fees with hourly and fixed fees, plus other fee arrangements. The firm does not identify itself as an active ESG investor. Ranch Capital’s operating model emphasizes direct management of client portfolios rather than acting as a large capital allocator to institutional managers. Custody and trading activity are concentrated at a single custodian relationship (see Assets & Accounts).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 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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