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- Custodian
- Charles Schwab & Company · Equity Trust · Interactive Brokers · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-08-2016
- Office Locations
- 3
Office Locations
About Ratio Capital
Ratio Capital (Ratio Holdings) is a full-service RIA serving individuals, businesses and charitable organizations with integrated retirement, estate and financial planning. The firm manages several large 401(k) plans and provides life, disability, long-term care and group insurance solutions. Reported SMA allocations skew to ETFs, with some investment-grade corporate bonds and public funds.
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Custodian
Investment Themes
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Owner & Executives
Thomas O
Advisor, Chief Executive Officer, Chief Financial Officer
- CRD
- #4870067
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
SCOTT JAMES HOFMAN
Partner
- CRD
- #5069797
JOSE ALVARO TEJADA JR
Private Banker
- CRD
- #6094381
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,962,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,962,999 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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