Ranch Capital Advisors Inc.
● SEC registered since 2019CRD 300966SEC# 801-114909Sarasota, FL
Reg. AUM
$385.5M
Employees
7
Accounts
1,147
Location
Sarasota, FL
Ranch Capital Advisors Inc. assets under management
Ranch Capital Advisors Inc. operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2019. It reports $385.5 million in regulatory assets under management and employs 7 people.
Ranch Capital Advisors Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elissa Ann Lovell Control | Chief Compliance Officer | Under 5% | 2022 |
| Ranch Cap Holdings Inc. Control | Owner | Over 75% | 2022 |
| Bradley Scott Tremitiere Control | Shareholder | 25-50% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ranch Capital Advisors Inc. manage?
Ranch Capital Advisors Inc. reports $385.5 million in regulatory assets under management on its Form ADV.
How many employees does Ranch Capital Advisors Inc. have?
Ranch Capital Advisors Inc. reports 7 employees.
Where is Ranch Capital Advisors Inc. located?
Ranch Capital Advisors Inc. is based in Sarasota, FL and has been SEC-registered since 2019.
Does Ranch Capital Advisors Inc. disclose fund performance?
Ranch Capital Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4910 Lakewood Ranch Blvd, #130, Sarasota, FL 34240 |
| Phone | (941) 462-2666 |
| Fax | (941) 263-4689 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1793269 |
| Discloses disciplinary history | No |
Regulatory AUM
$385.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$385.5Mregulatory AUM
Discretionary $385.5M