DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ranch Capital Advisors Inc.
Latest filing Jul 6, 2026
First filing on the tape Feb 28, 2019 · 32 filings
SEC status approved since Mar 29, 2019
RAUM
$386M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$386M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$55.1M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$386M as of Jul 6, 2026
Feb 24, 2020$147M then
HNW client RAUM$277M as of Jul 6, 2026
Feb 24, 2020$110M then
State-registered IARs (5.B.3)7 as of Jul 6, 2026
Feb 24, 20204 then
Employees (5.A)7 as of Jul 6, 2026
Feb 24, 20205 then
Private funds: no history
RAUM +14% over the last fiscal year+19% a year over threeIARs 6 to 7
Practice profile
derived from the filing of Jul 6, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $55.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 61derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $336,129derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.2%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$277M72%
- Individuals$109M28%
- Individual clients
- 311reported
- HNW clients
- 114reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,147reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Elissa Ann LovellCertified Financial Planner | Sarasota, Fl | Apr 8, 2019 | 21 y | 2 |
| Gregory Thomas PacittiCertified Financial Planner | Sarasota, Fl | Apr 17, 2019 | 25 y | 4 |
| Abigail Updike SkipperCertified Financial Planner | Sarasota, Fl | Dec 3, 2019 | 26 y | 0 |
| Bradley Scott Tremitiere | Sarasota, Fl | Jul 6, 2021 | 27 y | 1 |
| Susanna H Walsh | Sarasota, Fl | Nov 4, 2021 | 14 y | 0 |
| Ryan J McmahonCertified Financial Planner | Sarasota, Fl | Oct 13, 2023 | 11 y | 3 |
| Payton Andrew Moyer | Sarasota, Fl | Oct 13, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Ryan J Mcmahon from Shepherd Financial Investment Advisory LLCOct 13, 2023 · Other
- Bradley Scott Tremitiere from Wellington Shields & Co., LLCJul 6, 2021 · RIA to RIA
- Gregory Thomas Pacitti from Truvestments Capital LLCApr 17, 2019 · RIA to a newly registered adviser
- Elissa Ann Lovell from Truvestments Capital LLCApr 8, 2019 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ann Elissa Lovell · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- Thomas Gregory Pacitti · Shareholdercontrolsince 01/2022 · owns 50% to 75% of Ranch Cap Holdings Inc.
- Scott Bradley Tremitiere · Shareholdercontrolsince 01/2022 · owns 25% to 50% of Ranch Cap Holdings Inc.
Entity owners
- Ranch Cap Holdings Inc. · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Sarasota, Fl · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,138 to 1,147Dec 1, 2025 to Mar 17, 2026
- Advisory employees · 6 to 7Dec 1, 2025 to Mar 17, 2026
- Individual clients · 306 to 311Dec 1, 2025 to Mar 17, 2026
- Employees · 6 to 7Dec 1, 2025 to Mar 17, 2026
- Financial planning clients · 101-250 to 251-500Dec 1, 2025 to Mar 17, 2026
- State-registered IARs · 6 to 7Dec 1, 2025 to Mar 17, 2026
- Other offices · 2 to 1Dec 1, 2025 to Mar 17, 2026
- Discretionary RAUM · $338M to $386MDec 1, 2025 to Mar 17, 2026
- HNW RAUM · $249M to $277MDec 1, 2025 to Mar 17, 2026
- Individual RAUM · $89.2M to $109MDec 1, 2025 to Mar 17, 2026
- RAUM · $338M to $386MDec 1, 2025 to Mar 17, 2026
- BD registered reps · 1 to 0Oct 28, 2025 to Dec 1, 2025
- Other offices · 1 to 2Jun 4, 2025 to Oct 28, 2025
- Financial planning clients · 101-250 to 101-250Mar 14, 2025 to Jun 4, 2025
- Accounts · 1,043 to 1,138Nov 7, 2024 to Mar 14, 2025
- HNW clients · 112 to 114Nov 7, 2024 to Mar 14, 2025
- Individual clients · 284 to 306Nov 7, 2024 to Mar 14, 2025
- Employees · 7 to 6Nov 7, 2024 to Mar 14, 2025
- Discretionary RAUM · $278M to $338MNov 7, 2024 to Mar 14, 2025
- HNW RAUM · $216M to $249MNov 7, 2024 to Mar 14, 2025
- Individual RAUM · $62.2M to $89.2MNov 7, 2024 to Mar 14, 2025
- RAUM · $278M to $338MNov 7, 2024 to Mar 14, 2025
- Accounts · 969 to 1,043Aug 29, 2023 to Mar 26, 2024
- Advisory employees · 5 to 6Aug 29, 2023 to Mar 26, 2024
- HNW clients · 114 to 112Aug 29, 2023 to Mar 26, 2024
- Individual clients · 256 to 284Aug 29, 2023 to Mar 26, 2024
- Commission compensation · true to falseAug 29, 2023 to Mar 26, 2024
- Employees · 6 to 7Aug 29, 2023 to Mar 26, 2024
- State-registered IARs · 5 to 6Aug 29, 2023 to Mar 26, 2024
- Discretionary RAUM · $227M to $278MAug 29, 2023 to Mar 26, 2024
- HNW RAUM · $179M to $216MAug 29, 2023 to Mar 26, 2024
- Individual RAUM · $47.8M to $62.2MAug 29, 2023 to Mar 26, 2024
- RAUM · $227M to $278MAug 29, 2023 to Mar 26, 2024
- Accounts · 725 to 969Jun 2, 2022 to Mar 29, 2023
- HNW clients · 51 to 114Jun 2, 2022 to Mar 29, 2023
- Individual clients · 307 to 256Jun 2, 2022 to Mar 29, 2023
- Commission compensation · false to trueJun 2, 2022 to Mar 29, 2023
- Discretionary RAUM · $211M to $227MJun 2, 2022 to Mar 29, 2023
- HNW RAUM · $117M to $179MJun 2, 2022 to Mar 29, 2023
- Individual RAUM · $93.8M to $47.8MJun 2, 2022 to Mar 29, 2023
Signals
4 dated events
- Payton Andrew Moyer no longer holds an investment adviser registration (last listed at Ranch Capital Advisors Inc. on the 2026-09-16 feed)Sep 16, 2026 · Advisor registration ended · derived
- Scott Bradley Tremitiere (Shareholder) appeared on Schedule A of Ranch Capital Advisors Inc.Mar 25, 2022 · Control person joined · fact
- Ann Elissa Lovell (Chief Compliance Officer) appeared on Schedule A of Ranch Capital Advisors Inc.Mar 25, 2022 · Control person joined · fact
- Pacitti Group Inc. filed its initial SEC registration (Form ADV)Feb 28, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 941-340-1212reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 941-462-2666reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/20312985/admin/dashboardreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ranchcap.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (941) 462-2666reportedpublic record, Form ADV, Jul 6, 2026
- Contact form
- ranchcap.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- ranchcap.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $55.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026