Ranch Capital Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ranch Capital Advisors provides investment advisory and planning services to individuals, high‑net‑worth clients, trusts, estates and small businesses, managing roughly $385.5 million across about 425 client relationships with a seven‑advisor team. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a subscription‑based financial coaching service for short‑term budgeting and cash‑flow work.
The firm customizes portfolios to client objectives and risk tolerance, using model portfolios, regular monitoring and rebalancing, and both long‑ and short‑term trading approaches. Its disclosed investment methods include options and other derivatives (including options writing and spreading strategies) and indicate the use of derivatives in separately managed accounts, which the brochure highlights alongside its risk disclosures.
The brochure also discloses features that are less common among peers: it uses testimonials and endorsements in its advertising and several investment adviser representatives are licensed independent insurance agents who may receive commission‑based compensation for insurance sales, a conflict the firm describes. In addition to advisory services, Ranch Capital emphasizes client education through its coaching subscription and maintains a $1,000,000 account minimum that may be waived based on circumstances.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for financial planning ranges from $1,000 to $5,000 annually depending on scope and complexity.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001+: 0.65%
Commissions earned by licensed insurance agents for insurance products sold are separate and in addition to advisory fees.
Hourly fee for financial planning ranges from $250 to $450 per hour.
Financial coaching subscription fees range from $150 to $500 per month with typical terms of 3-6 months.
Account minimum: $1,000,000
Main office
See office4910 Lakewood Ranch Blvd, #130
Sarasota FL 34240
Advisors at this office
6
Offices (2)
Most active in
California · Florida · Georgia · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Pacitti Group Inc. · Ranch Capital Advisors · Ranch Capital Advisors Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gregory P
CFP®, Series 63
Sarasota, FL
Ranch Capital Advisors Inc.
Gregory Pacitti is a financial advisor at Ranch Capital Advisors Inc. in Sarasota, FL, holding the CFP® designation with 26 years of industry experience. His career includes roles at APW Capital, Inc., Skybox Financial Group, Inc., and Truvestments Capital LLC. Outside of advising, he hosts the Big City Podcast, where he interviews small business owners. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million with a team of seven advisors, offering customized portfolios, comprehensive financial planning, and a subscription-based financial coaching service focused on budgeting and cash flow.
Ryan M
CFP®, Series 66
Sarasota, FL
Ranch Capital Advisors Inc.
Ryan McMahon is a CFP® with four years of industry experience, currently serving at Ranch Capital Advisors Inc. in Sarasota, FL. He previously worked at Lincoln Investment and Shepherd Financial. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships, offering customized portfolios, comprehensive financial planning, and a subscription-based financial coaching service.
Elissa L
CFP®, Series 63, Series 65
Sarasota, FL
Ranch Capital Advisors Inc.
Elissa Lovell is a CFP® with 16 years of industry experience, currently serving as an advisor at Ranch Capital Advisors Inc. in Sarasota, FL. Her career includes roles at Private Vista, LLC and Truvestments Capital LLC prior to joining Ranch Capital Advisors. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships, offering customized portfolios, discretionary and non-discretionary management, comprehensive financial planning, and subscription-based financial coaching.
Susanna W
Series 65
Sarasota, FL
Ranch Capital Advisors Inc.
Susanna Walsh is a financial advisor with Ranch Capital Advisors Inc. in Sarasota, FL, holding a Series 65 designation and four years of industry experience. She has been with Ranch Capital Advisors and its predecessor entities since 2019. Prior to her advisory career, she spent seven years as a stay-at-home mom. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships with a seven-advisor team, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and subscription-based financial coaching.
Payton M
Series 65
Sarasota, FL
Ranch Capital Advisors Inc.
Payton Moyer is a financial advisor at Ranch Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Ranch Capital Advisors, he held positions at Transflo, Deloitte LLP, Harvest Bexley LLC, and Crowe LLP. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $385.5 million across 425 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subscription-based financial coaching, using customized portfolios and a range of investment strategies including options and derivatives.
Bradley T
Series 63, Series 65
Sarasota, FL
Ranch Capital Advisors Inc.
Bradley Tremitiere is a financial advisor at Ranch Capital Advisors Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Ranch Capital Advisors since 2019 and previously spent 20 years at Wellington Shields & Co., LLC. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and subscription-based financial coaching services.
Abigail S
CFP®, Series 63, Series 65
Babson Park, FL
Ranch Capital Advisors Inc.
Abigail Skipper is a CFP® professional with six years of industry experience, currently serving at Ranch Capital Advisors Inc. since 2019. Her prior roles include positions at Seedway and Geneva Financial as well as managing Skipper Grassing, Inc. for 17 years. Outside of financial advising, she owns and manages Grand Central Stables, a horse boarding business in Babson Park, FL. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $385.5 million across about 425 client relationships. The firm provides portfolio management, comprehensive financial planning, and subscription-based financial coaching, utilizing model portfolios, derivatives strategies, and customized approaches based on client objectives and risk tolerance.
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