RANCH CAPITAL ADVISORS INC.

4910 Lakewood Ranch Blvd
#130
Sarasota, Florida 34240
Tel: (941) 462-2666

About RANCH CAPITAL ADVISORS INC.

RANCH CAPITAL ADVISORS INC, formally registered with the SEC as RANCH CAPITAL ADVISORS INC. The firm was established in 03/29/2019. They have over 2 offices throughout the country.

RANCH CAPITAL ADVISORS INC. is a Sarasota, Florida based Financial Planning firm with nearly $277,862,049 assets under management, offering retirement planning & investment advisory services to 1043 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300966
SEC#	801-114909
Assets Managed by Firm	$277,862,049
No. of Clients	1043
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (FINANCIAL COACHING SERVICE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1043	$277,862,049
Individuals (other than high net worth individuals)	284	$62,213,812
High net worth individuals	112	$215,648,237

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