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RIDGEPATH CAPITAL MANAGEMENT LLC
CRD 283343 · SEC 801-119002
9202 S. NORTHSHORE, SUITE 301, KNOXVILLE, TN, 37922, United States
Phone
(865) 240-4984
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$358.9M
Discretionary AUM
$358.9M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISORS FEES
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersTAX PREPARATION AND PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $11.3M |
| High net worth individuals | 70 | $304.9M |
| Charitable organizations | 1 | $2.1M |
| Corporations/business entities | 8 | $40.6M |
States served
TN, FL
All web addresses on file
Official SEC filing: View on IAPD