RANCHWOOD CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$930K
Discretionary
$930K
100% of AUM
Avg account
$930K
Accounts
1
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Cash & Cash Equivalents 43%57%
  • Exchange Traded Equities57%
  • Cash & Cash Equivalents43%

Contacts

1 of 1
  • Craig Turner

    Managing PartnerCRD 6781134

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth