Ratio Capital

RIASEC Registered

Total AUM

$24M

Discretionary

$24M

100% of AUM

Avg account

$324K

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Ratio Capital operates as an independent, corporation-structured registered investment adviser focused on individual and family clients. The firm acts as a capital allocator and offers fee arrangements that include a percentage of assets under management and fixed fees. Its advisory services encompass financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Ratio Capital also conducts insurance-brokerage activities alongside its advisory work. The firm identifies as not being an active ESG investor and is not designated as a multi-state adviser in its snapshot data.