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- Custodian
- Altruist · Principal · Truist Bank
- Clients
- Retail
- Platforms
- Oak zenithPeak insight +more
- Established Date
- 01-12-2024
- Office Locations
- 1
Office Locations
About Equal Path Investments
Equal Path Investments is an independent, flat-fee fiduciary RIA based in Tacoma, WA serving clients nationally. The firm works with intentional professionals 50+ navigating sabbaticals, career pivots, phased retirement, and retirement, delivering education-first planning, multi-year tax strategy, and retirement income planning alongside evidence-based, values-aware portfolio management (with optional ESG/SRI customization). Differentiator: its WATER framework and fees not tied to assets.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Carlie Jane Ransom
Chief Compliance Officer, Co-founder, Financial Advisor, General Partner
- CRD
- #6571780
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,703,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,703,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,703,500
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $328,776,018 | 29.3% |
| Equity - Exchange | $144,751,216 | 12.9% |
| Cash | $259,205,666 | 23.1% |
| Municipal Bonds | $209,833,158 | 18.7% |
| Corporate - Investment Grade | $179,536,393 | 16.0% |
| Total | $1,122,102,451 | 100.0% |