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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RANCH CAPITAL ADVISORS INC.

CRD 300966

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fcc834e1-6f5d-4fa5-e724-5568f245895d

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Feb 28, 2019 to Jul 6, 2026
32 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $386MItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $386M
Private client RAUM: $386MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $55.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,147
Individual clients: 311
High net worth clients: 114
SEC number: 801-114909
CIK: 1793269
CRD: 300966
Filings on the tape: 32
First filed: Feb 28, 2019
Latest filed: Jul 6, 2026
Organised: Corporation, FL
Website: ranchcap.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ELISSA ANN LOVELL	Certified Financial Planner	SARASOTA, FL	7	21	2	no
GREGORY THOMAS PACITTI	Certified Financial Planner	SARASOTA, FL	7	25	4	no
ABIGAIL UPDIKE SKIPPER	Certified Financial Planner	SARASOTA, FL \| BABSON PARK, FL	6	26	n/a	no
BRADLEY SCOTT TREMITIERE	n/a	SARASOTA, FL	5	27	1	no
SUSANNA H WALSH	n/a	SARASOTA, FL	4	14	n/a	no
RYAN J MCMAHON	Certified Financial Planner	SARASOTA, FL	2	11	3	no
PAYTON ANDREW MOYER	n/a	SARASOTA, FL	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOVELL, ELISSA, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Mar 25, 2022	Nov 7, 2024
PACITTI, GREGORY, THOMAS	Shareholder	D	yes	01/2022	Feb 28, 2019	Nov 7, 2024
RANCH CAP HOLDINGS INC.	Owner	E	yes	01/2022	Mar 25, 2022	Nov 7, 2024
TREMITIERE, BRADLEY, SCOTT	Shareholder	C	yes	01/2022	Mar 25, 2022	Nov 7, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$386M	$386M	7	7	1	n/a	n/a
2024	Mar 14, 2025	$338M	$338M	6	6	1	n/a	n/a
2023	Mar 26, 2024	$278M	$278M	7	6	1	n/a	n/a
2022	Mar 29, 2023	$227M	$227M	6	5	1	n/a	n/a
2021	Mar 25, 2022	$211M	$211M	6	5	1	n/a	n/a
2020	Mar 25, 2021	$172M	$172M	5	4	1	n/a	n/a
2019	Feb 24, 2020	$147M	$147M	5	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$386M	$338M	14.0%	$227M	19.3%	7	6	1	1

Relationships

Registered with (7)

← PAYTON ANDREW MOYERAdvisorregistration: current employment
Oct 13, 2025 to presentfactForm ADV
← RYAN J MCMAHONAdvisorregistration: current employment
Oct 13, 2023 to presentfactForm ADV
← SUSANNA H WALSHAdvisorregistration: current employment
Nov 4, 2021 to presentfactForm ADV
← BRADLEY SCOTT TREMITIEREAdvisorregistration: current employment
Jul 6, 2021 to presentfactForm ADV
← ABIGAIL UPDIKE SKIPPERAdvisorregistration: current employment
Dec 3, 2019 to presentfactForm ADV
← GREGORY THOMAS PACITTIAdvisorregistration: current employment
Apr 17, 2019 to presentfactForm ADV
← ELISSA ANN LOVELLAdvisorregistration: current employment
Apr 8, 2019 to presentfactForm ADV

Controls (4)

← TREMITIERE, BRADLEY, SCOTTOwnerSHAREHOLDER, ownership code C, individual
Mar 25, 2022 to Nov 7, 2024factForm ADV
← PACITTI, GREGORY, THOMASOwnerSHAREHOLDER, ownership code D, individual
Feb 28, 2019 to Nov 7, 2024factForm ADV
← LOVELL, ELISSA, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 25, 2022 to Nov 7, 2024factForm ADV
← RANCH CAP HOLDINGS INC.OwnerOWNER, ownership code E, domestic entity
Mar 25, 2022 to Nov 7, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 25, 2022
Control person joined
Scott Bradley Tremitiere (Shareholder) appeared on Schedule A of Ranch Capital Advisors Inc.
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Ann Elissa Lovell (Chief Compliance Officer) appeared on Schedule A of Ranch Capital Advisors Inc.
Form ADVobserved 5 days ago
Occurred
Feb 28, 2019
First Form ADV filing
Pacitti Group Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Payton Andrew Moyer no longer holds an investment adviser registration (last listed at Ranch Capital Advisors Inc. on the 2026-09-16 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fcc834e1-6f5d-4fa5-e724-5568f245895d
First observed: Feb 28, 2019
Last observed: Jul 6, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RANCH CAPITAL ADVISORS INC.

CRD 300966

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fcc834e1-6f5d-4fa5-e724-5568f245895d

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ELISSA ANN LOVELL

Certified Financial Planner

SARASOTA, FL

GREGORY THOMAS PACITTI

Certified Financial Planner

SARASOTA, FL

ABIGAIL UPDIKE SKIPPER

Certified Financial Planner

SARASOTA, FL | BABSON PARK, FL

n/a

BRADLEY SCOTT TREMITIERE

n/a

SARASOTA, FL

SUSANNA H WALSH

n/a

SARASOTA, FL

n/a

RYAN J MCMAHON

Certified Financial Planner

SARASOTA, FL

PAYTON ANDREW MOYER

n/a

SARASOTA, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOVELL, ELISSA, ANN

CHIEF COMPLIANCE OFFICER

yes

01/2022

Mar 25, 2022

Nov 7, 2024

PACITTI, GREGORY, THOMAS

Shareholder

yes

01/2022

Feb 28, 2019

Nov 7, 2024

RANCH CAP HOLDINGS INC.

Owner

yes

01/2022

Mar 25, 2022

Nov 7, 2024

TREMITIERE, BRADLEY, SCOTT

Shareholder

yes

01/2022

Mar 25, 2022

Nov 7, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$386M

n/a

2024

Mar 14, 2025

$338M

n/a

2023

Mar 26, 2024

$278M

n/a

2022

Mar 29, 2023

$227M

n/a

2021

Mar 25, 2022

$211M

n/a

2020

Mar 25, 2021

$172M

n/a

2019

Feb 24, 2020

$147M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$386M

$338M

14.0%

$227M

19.3%