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Ranch Capital Advisors Inc.

● SEC registered since 2019CRD 300966SEC# 801-114909Sarasota, FL
Export (members)
Reg. AUM
$338.2M
Employees
6
Accounts
1,138
Location
Sarasota, FL

Ranch Capital Advisors Inc. assets under management

Ranch Capital Advisors Inc. operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2019. It reports $338.2 million in regulatory assets under management and employs 6 people.

Ranch Capital Advisors Inc. owners & executives

4 reported
NameTitleOwnershipSince
Elissa Ann Lovell ControlChief Compliance OfficerUnder 5%2022
Ranch Cap Holdings Inc. ControlOwnerOver 75%2022
Bradley Scott Tremitiere ControlShareholder25-50%2022
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Frequently asked questions

How much does Ranch Capital Advisors Inc. manage?

Ranch Capital Advisors Inc. reports $338.2 million in regulatory assets under management on its Form ADV.

How many employees does Ranch Capital Advisors Inc. have?

Ranch Capital Advisors Inc. reports 6 employees.

Where is Ranch Capital Advisors Inc. located?

Ranch Capital Advisors Inc. is based in Sarasota, FL and has been SEC-registered since 2019.

Does Ranch Capital Advisors Inc. disclose fund performance?

Ranch Capital Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4910 Lakewood Ranch Blvd, #130, Sarasota, FL 34240
Phone(941) 462-2666
Fax(941) 263-4689
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1793269
Discloses disciplinary historyNo

Assets under management

Discretionary$338.2M
Non-discretionary$0
Total (RAUM)$338.2M