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RIA / WealthAdvisorCertified Financial Planner11 years in industry

RYAN J MCMAHON

Advisor at RANCH CAPITAL ADVISORS INC.

SARASOTA, FL

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Search this name across graphsid dfx:ria:3c0db69e-a0cb-04e0-9ce2-1a0687c535e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 4, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RANCH CAPITAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 26, 2021
First registration: Aug 4, 2021
Dual registered: no
Other names: Ryan J McMahon|RYAN MCMAHON
IAPD individual key: 7311696

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RANCH CAPITAL ADVISORS INC.	Independent wealth	Oct 13, 2023	n/a	yes	SARASOTA, FL	Current employment
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC	Institutional manager	Aug 10, 2021	Aug 3, 2023	no	CARMEL, IN\|Louisville, KY	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Aug 4, 2021	Aug 3, 2023	no	Louisville, KY	Previous registration
LINCOLN INVESTMENT	Independent wealth	Aug 4, 2021	Aug 3, 2023	no	Louisville, KY\|Fort Washington, PA\|PALM BEACH GARDENS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL ANALYSTS	SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC	Aug 3, 2023	Aug 10, 2021	-723	Firm change after gap	Other
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC	RANCH CAPITAL ADVISORS INC.	Aug 3, 2023	Oct 13, 2023	71	Firm change	Other
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Aug 3, 2023	Aug 4, 2021	-729	Firm change after gap	RIA to ibd

Relationships

Registered with (4)

→ RANCH CAPITAL ADVISORS INC.Registered adviserregistration: current employment
Oct 13, 2023 to presentfactForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Aug 4, 2021 to Aug 3, 2023factForm ADV
→ SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Aug 10, 2021 to Aug 3, 2023factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Aug 4, 2021 to Aug 3, 2023factForm ADV

Dated events

Occurred
Aug 3, 2023
Advisor changed firm
Ryan J Mcmahon left Shepherd Financial Investment Advisory Llc for Ranch Capital Advisors Inc. (registered 2023-10-13)
Form ADVobserved 5 days ago
Occurred
Aug 3, 2023
Advisor changed firm
Ryan J Mcmahon left Capital Analysts for Shepherd Financial Investment Advisory Llc (registered 2021-08-10)
Form ADVobserved 5 days ago
Occurred
Aug 3, 2023
Advisor changed firm
Ryan J Mcmahon left Lincoln Investment for Capital Analysts (registered 2021-08-04)
Form ADVobserved 5 days ago