Overview
Assets Under Management: $332 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 60
Average Client Assets: $5 million
Frequently Asked Questions
RIDGEPATH CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283343), RIDGEPATH CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
RIDGEPATH CAPITAL MANAGEMENT LLC is headquartered in KNOXVILLE, TN.
RIDGEPATH CAPITAL MANAGEMENT LLC serves 60 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, RIDGEPATH CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
RIDGEPATH CAPITAL MANAGEMENT LLC manages $332 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, RIDGEPATH CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.21
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 283343
Last Filing Date: 2025-01-15 00:00:00
Website: https://ridgepathcapital.com