Ridgepath Capital Management LLC
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 283343
- Registered since
- July 13, 2020
- Website
- ridgepathcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI84.98%
- Corporations / Businesses11.31%
- Individuals3.14%
- Charitable Organizations0.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ridgepath Capital Management LLC is an independent, SEC-registered registered investment adviser formed in 2020 and organized as an LLC with individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions. Ridgepath also acts as a capital allocator and provides selection-of-other-advisers services, indicating it places client capital with third-party managers in addition to managing portfolios directly. Fee arrangements include a percentage-of-AUM component along with hourly and other billing methods. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds56%
- Exchange Traded Equities16%
- US Government Bonds15%
- Cash & Cash Equivalents9%
- State & Local Bonds3%
Contacts
2 of 2
John Pressley
PresidentCRD 5916911
Samuel Pressley
Managing DirectorCRD 6085384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$165M in ETFs
71%
$117M
29%
$47.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $47.5M | 938,877 | 28.82% |
Location
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 9202 S Northshore Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Blue Ridge Wealth Planners
RIAKnoxville, TN
The Nalls Sherbakoff Group, LLC
RIAKnoxville, TN
Moon Capital Management, LLC
RIAKnoxville, TN
Visionary Horizons, LLC
RIAKnoxville, TN
Insight Strategic Wealth LLC
RIAKnoxville, TN
NBZ Investment Advisors, LLC
RIAKnoxville, TN