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RING MOUNTAIN CAPITAL, LLC
CRD 288714File 801-130089
APPROVED
Retail clients
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$222.1M
Below cohort median (national)
Discretionary AUM
$221.7M
Non-discretionary $323K
Clients
429
1,059 accounts
Employees
1
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 29, 2024
- Principal office
- 1610 TIBURON BLVD., SUITE 200, TIBURON, CA, 94920
- Phone
- 415-350-1355
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $222.1M
- Discretionary AUM
- $221.7M
- Non-discretionary AUM
- $323K
- Discretionary accounts
- 1,056
- Non-discretionary accounts
- 3
- Total accounts
- 1,059
- AUM per client
- $518K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.6M |
| High net worth individuals | 51 | $125.0M |
| Pension and profit sharing plans | Fewer than 5 | $321K |
| Individuals (other than high net worth individuals) | 375 | $95.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.