Ransome Asset Management
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
FINTRXOverview
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
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 Equities60%
- Cash & Cash Equivalents40%
Owners & executives
1 of 1
Dawson Ransome
Chief Investment OfficerCRD 3023192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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