A complete list of active advisors currently associated with Ryan Poage & Co.

Warmer can help you find a great advisor at Ryan Poage & Co. or one who fits your needs even better.

Ryan Poage & Co. provides financial planning, consulting and discretionary investment management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities, managing roughly $114.2 million across about 191 client relationships supported by a three‑advisor team. The firm offers asset‑based advisory services alongside fixed‑fee financial planning engagements, and certain supervised persons also offer commission‑based brokerage and insurance products in their separate capacities. The firm combines fundamental and technical analysis in portfolio construction and typically allocates assets among mutual funds, ETFs, individual equities and debt, structured products and the securities components of variable annuities, tailoring portfolios to clients’ risk tolerances and objectives and generally exercising discretionary authority with at least quarterly reviews. RP&C also implements proprietary “similarly managed” strategies for some clients, a practice the brochure notes can involve above‑average turnover and implementation without regard to individual tax consequences. Noteworthy disclosures in the brochure include participation in institutional custodian programs (Charles Schwab and Interactive Brokers) and receipt of related software, research and support, as well as the firm’s practice of arranging or paying for certain client professional services (for example, tax‑preparation or estate‑planning fees) in select cases — arrangements the firm identifies as potential conflicts and describes mitigation policies for. The brochure also discloses supervised persons’ broker‑dealer affiliations and insurance licenses and reports a recent filing to convert to SEC registration and the designation of a chief compliance officer, reflecting a documented compliance and growth transition.

To learn more about the advisors currently working at Ryan Poage & Co., 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.