# Ramsey Hill Asset Management LLC

> Ramsey Hill Asset Management LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 156768
- Filed as: RAMSEY HILL ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156768
- AdvisorCensus page: https://advisorcensus.com/firm/ramsey-hill-asset-management-llc-156768

## Quick answers

**How is Ramsey Hill Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ramsey Hill Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Ramsey Hill Asset Management LLC registered with the SEC or a state?**
Ramsey Hill Asset Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 156768.

**How much does Ramsey Hill Asset Management LLC manage?**
Ramsey Hill Asset Management LLC reports $132,117,753 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Ramsey Hill Asset Management LLC's assets and staff changed since 2022?**
In the Form ADV data for Ramsey Hill Asset Management LLC: Regulatory assets under management: $110,768,489 in the October 2022 data and $132,117,753 in the October 2026 data, up 19%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ramsey Hill Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (11); corporations or other businesses not listed above (9).

**Which custodians does Ramsey Hill Asset Management LLC use?**
Ramsey Hill Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and US Bank National Association as custodians holding 10% or more of its separately managed account assets.

**Does Ramsey Hill Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156768

**Does Ramsey Hill Asset Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "There is no account minimum."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- US Bank National Association

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $132,117,753
- Discretionary: $132,117,753
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,692,980 |
| High net worth individuals | 68 | $81,861,192 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,103,378 |
| Charitable organizations | Fewer than 5 | $26,786,610 |
| Corporations or other businesses not listed above | 9 | $17,673,593 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @paula-schad-5aba616

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $110,768,489 | 1 | February 22, 2022 |
| October 2023 | $90,329,141 | 1 | April 3, 2023 |
| October 2024 | $101,145,942 | 1 | January 16, 2024 |
| October 2025 | $125,082,923 | 1 | January 15, 2025 |
| October 2026 | $132,117,753 | 1 | February 27, 2026 |

Regulatory assets under management: $110,768,489 in the October 2022 data and $132,117,753 in the October 2026 data, up 19%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ramsey Hill Asset Management LLC (CRD 156768): Form ADV filing data as of October 2026.