Ransom Advisory

Overview

Ransom Advisory is a fee-based registered investment adviser that focuses on portfolio management for individual and small business clients, with institutional relationships as well. The firm is registered with the SEC (registered in 2022) and operates as a corporation under individual ownership. Its investment approach shows a clear tilt toward publicly traded equities as the core allocation, backed by discretionary management across client accounts. Portfolios are managed on a percentage-of-AUM fee basis, which aligns the firm’s incentives with sustained asset growth and ongoing portfolio oversight. Given the firm’s client mix of individuals, families and some institutional accounts, Ransom Advisory appears to emphasize customizable, account-level equity management rather than model-only solutions. That emphasis is supported by the firm’s use of separate managed accounts and a custodial relationship that facilitates individualized tax management, share-level trading and equity customization for each client.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices