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RANCH CAPITAL ADVISORS INC.
CRD 300966File 801-114909
APPROVED
Retail clients
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$385.5M
Below cohort median (national)
Discretionary AUM
$385.5M
Clients
425
1,147 accounts
Employees
7
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 29, 2019
- Principal office
- 4910 LAKEWOOD RANCH BLVD, #130, SARASOTA, FL, 34240
- Phone
- (941) 462-2666
- Website
- https://ranchcap.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $385.5M
- Discretionary AUM
- $385.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,147
- Non-discretionary accounts
- 0
- Total accounts
- 1,147
- AUM per client
- $907K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 114 | $276.8M |
| Individuals (other than high net worth individuals) | 311 | $108.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FINANCIAL COACHING SERVICE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 420 | 425 | increased by5 |
| Apr 1, 2026 | AUM | $338,240,466 | $385,539,477 | increased by$47,299,011 |
| Apr 1, 2026 | Accounts | 1,138 | 1,147 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 358 | 420 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $210,731,869 | $338,240,466 | increased by$127,508,597 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 725 | 1,138 | increased by413 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 291 | 358 | increased by67 |
| Apr 1, 2022 | AUM | $171,589,705 | $210,731,869 | increased by$39,142,164 |
| Apr 1, 2022 | Accounts | 696 | 725 | increased by29 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RANCH CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RANCH CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.