RANCHWOOD CAPITAL MANAGEMENT
Firm details
- Headquarters
- COPPELL, Texas
- CRD number
- 288155
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ranchwood Capital Management operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses, as well as for institutions. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees, aligning its interests with those of its clients. While the firm does not actively engage in ESG investing, it maintains a client base that consists of individual and family clients, indicating a personalized approach to wealth management.
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 Equities57%
- Cash & Cash Equivalents43%
Contacts
1 of 1Craig Turner
Managing PartnerCRD 6781134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COPPELL, TX
DALLAS
Location
COPPELL, TX
Headquartered in COPPELL, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 832 Howell Dr
- Time zone
- CT (UTC-6)
- Office locations
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