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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2019
- Office Locations
- 2
Office Locations
About Ranch Capital Advisors Inc.
Ranch Capital Advisors is a Sarasota-based, CFP-led fiduciary RIA providing holistic financial planning and in-house investment management for business owners, professionals, and retirees across Florida and virtually nationwide. Portfolios are risk-managed, dividend-focused, and tax/fee-conscious using model strategies, with assets custodied at Fidelity. Its Virtual Family Office coordinates tax, insurance, banking, real estate, and estate planning partners under a single point of contact; pricing is flat, tiered, and commission-free.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
ELISSA ANN LOVELL
Chief Compliance Officer
- CRD
- #5120335
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RYAN J MCMAHON
--
- CRD
- #7311696
PAYTON ANDREW MOYER
--
- CRD
- #8171153
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $385,539,477 | $336,129 |
| Non-Discretionary | $0 | -- |
| Total | $385,539,477 | $336,129 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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