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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-22-2020
- Office Locations
- 1
Office Locations
About Ricketts Financial, LLC
Ricketts Financial, LLC is an independent Louisville, KY wealth manager providing retirement and financial planning, portfolio management, fixed income services, and estate/charitable giving and trust planning. The team builds customized, broadly diversified portfolios using ETFs and fixed income, with access to select alternatives and separately managed solutions, emphasizing risk management. Primary custodian includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Christopher McCauley Ricketts
PRINCIPAL
- CRD
- #5775185
- Ownership
- 50% but less than 75%
PATRICK HAMPTON RICKETTS
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- --
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,338,110 | $1,077,833 |
| Non-Discretionary | $4,703,848 | $4,703,848 |
| Total | $314,041,958 | $1,090,423 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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