National Retirement Planning Experts

National Coverage
Local Professionals

RIDGEPATH CAPITAL MANAGEMENT LLC

9202 S. Northshore
Suite 301
Knoxville, Tennessee 37922
Tel: (865) 240-4984

Need a Financial Advisor?
Compare Vetted Advisors

About RIDGEPATH CAPITAL MANAGEMENT LLC

RIDGEPATH CAPITAL MANAGEMENT LLC, formally registered with the SEC as RIDGEPATH CAPITAL MANAGEMENT LLC. The firm was established in 07/13/2020. They have over 1 offices throughout the country.

RIDGEPATH CAPITAL MANAGEMENT LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $331,605,533 assets under management, offering retirement planning & investment advisory services to 302 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283343
SEC#801-119002
Assets Managed by Firm$331,605,533
No. of Clients302
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (SELECTION OF OTHER ADVISORS FEES)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (TAX PREPARATION AND PLANNING)

Firm Client Information

No. of ClientsAUM
Firm Total302$331,605,533
Individuals (other than high net worth individuals)50$14,031,218
High net worth individuals60$279,242,819
Charitable organizations1$1,963,032
Corporations or other businesses7$36,368,464

More Retirement Planning firms in Knoxville, Tennessee:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ALLIANCEBERNSTEIN L.P.
501 Commerce Street
Nashville, TN, 37203
$651,482,000,000621404565
NEPHILA ADVISORS LLC
3811 Bedford Avenue, Suite 101
Nashville, TN, 37215
$14,371,072,7263737
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
$13,961,190,744948
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor
Memphis, TN, 38117
$12,356,541,4648945236
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900
Memphis, TN, 38103
$10,409,129,90520842

Explore More Retirement Advisors in Knoxville, Tennessee