Ransome Asset Management

RIASEC Registered
Total AUM
$810K
Discretionary
$810K
100% of AUM
Avg account
$101K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
304825
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ransome Asset Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides financial planning as well as discretionary portfolio management for individuals, small businesses and institutional/business clients. It also operates with a real estate broker role alongside its advisory services. The firm is flexible on fees: it charges percentage-of-AUM fees and also uses hourly, fixed-fee and performance-based arrangements. Ransome does not present itself as a capital allocator, is not designated an active ESG investor, and is not registered as a multi-state adviser or pension consultant in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 40%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents40%

Owners & executives

1 of 1
  • Dawson Ransome

    Dawson Ransome

    Chief Investment OfficerCRD 3023192

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

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth