CRD: 304825
Ransome Asset Management
$810.1K Total AUM
$810.1K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2019
- Office Locations
- 1
Office Locations
-- Wesley Chapel FL
About Ransome Asset Management
Ransome Asset Management is a Wesley Chapel, FL-based advisory firm providing investment management and financial planning, including tax, estate and charitable planning and insurance coordination. The practice emphasizes asset allocation and risk management, with portfolios implemented largely via ETFs, and supports entrepreneur clients and other high-net-worth/qualified purchasers. Primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$810.1K AVG AUM / ADVISOR
$81.0K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAWSON ALLEN RANSOME
Manager, Owner, Partner
- CRD
- #3023192
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $810,076 | -- |
| Non-Discretionary | $0 | -- |
| Total | $810,076 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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