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RIDGEPATH CAPITAL MANAGEMENT LLC

CRD 283343File 801-119002
APPROVED
Retail clients
Custody
Filing as of Feb 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$358.9M
Below cohort median (national)
Discretionary AUM
$358.9M
Clients
121
338 accounts
Employees
5
Below cohort median in TN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Jul 13, 2020
Principal office
9202 S. NORTHSHORE, SUITE 301, KNOXVILLE, TN, 37922
Phone
(865) 240-4984

Assets & accounts

ADV Item 5F
Total regulatory AUM
$358.9M
Discretionary AUM
$358.9M
Non-discretionary AUM
$0
Discretionary accounts
338
Non-discretionary accounts
0
Total accounts
338
AUM per client
$3.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other8$40.6M
Charitable organizationsFewer than 5$2.1M
High net worth individuals70$304.9M
Individuals (other than high net worth individuals)42$11.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Hourly charges
  • Other (described)SELECTION OF OTHER ADVISORS FEES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.