A complete list of active advisors currently associated with Ridgepath Capital Management LLC
Warmer can help you find a great advisor at Ridgepath Capital Management LLC or one who fits your needs even better.
Ridgepath Capital Management provides investment advisory services primarily to individual and high‑net‑worth clients, managing approximately $359 million across about 112 client accounts with a two‑advisor team. Services center on discretionary portfolio management with tailored Investment Policy Statements, and the firm also offers tax preparation and planning services alongside directing some clients to third‑party advisers. The firm employs a blend of analytical methods — charting, cyclical, fundamental, quantitative and technical analysis — and uses long‑ and short‑term trading, options strategies (including covered, uncovered and spread positions), equities, fixed income, ETFs (including precious‑metal ETFs), and commodities to construct portfolios. RCML documents client risk tolerance in its IPSes, seeks equitable allocation of investment opportunities among clients, typically obtains discretionary authority, and conducts quarterly reviews with monthly custodian reporting. Notable for a two‑advisor firm, Ridgepath’s asset base is large relative to peers, and its integrated tax preparation offering and explicit use of advanced options strategies and commodity/precious‑metal exposures are less common among similar firms. The firm also typically requires clients to use specified custodians (including Charles Schwab and other named broker‑dealers), may receive soft‑dollar research or fee‑sharing from third‑party advisers (including directing clients to Axxcess Wealth Management), and accepts standing letters of authorization that result in limited custody practices.
To learn more about the advisors currently working at Ridgepath Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Knoxville, TN
| 13
| |
Knoxville, TN
| 13
|
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