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RANCH CAPITAL ADVISORS INC.
CRD 300966 · SEC 801-114909
4910 LAKEWOOD RANCH BLVD, #130, SARASOTA, FL, 34240, United States
Phone
(941) 462-2666
Fax
(941) 263-4689
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$385.5M
Discretionary AUM
$385.5M
Team
7 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL COACHING SERVICE
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 311 | $108.8M |
| High net worth individuals | 114 | $276.8M |
States served
CA, GA, NY, NC, OH, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD