CRD: 283343
Ridgepath Capital Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2016
- Office Locations
- 1
Office Locations
About Ridgepath Capital Management LLC
RidgePath Capital Management is a Knoxville, TN registered investment adviser focused on dynamic risk management and asset-allocation-driven, strategically diversified portfolios. The firm provides asset management and strategic financial planning, including tax, business, and estate planning for high net worth individuals, business owners, nonprofits, and corporate executives. Leadership blends CPA and CFP expertise and leverages a strategic alliance with Axxcess Wealth Management.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DANIEL PRESSLEY
Financial Advisor, General Partner
- CRD
- #5916911
- Ownership
- 50% but less than 75%
SAMUEL NATHAN PRESSLEY
Chief Compliance Officer, Managing Member
- CRD
- #6085384
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,850,039 | $1,061,687 |
| Non-Discretionary | $0 | -- |
| Total | $358,850,039 | $1,061,687 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | 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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