RATIO CAPITAL
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 283357
- Website
- www.ratioholdings.com
- Custodians
- CHARLES SCHWAB & CO., INC., EQUITY TRUST ADVISORS, INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals39.6%
- Charitable Organizations31.71%
- HNWI16.15%
- Pension & Profit Sharing Plans12.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ratio Capital is an independent, owner-operated registered investment adviser organized as a corporation that focuses on individuals and families. The firm blends financial planning with portfolio management for individual and small-business clients, and it also sources external managers when appropriate. Ratio Capital acts as an insurance broker in addition to its advisory work and charges clients via a combination of AUM-based and fixed fees. The firm does not identify as an active ESG investor.
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%
- Investment Grade Corp Bonds20%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Thomas O
President, CEOCRD 4870067
Contacts
2 of 2SCOTT HOFMAN
Managing PartnerCRD 5069797
JOSE TEJADA
Lending SpecialistCRD 6094381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAS VEGAS, NV
CLARK
Location
LAS VEGAS, NV
Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 8465 W Sahara Ave
- Time zone
- PT (UTC-8)
- Office locations
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