# Ranch Capital Advisors Inc.

> Ranch Capital Advisors Inc. is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 300966
- Filed as: RANCH CAPITAL ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300966
- AdvisorCensus page: https://advisorcensus.com/firm/ranch-capital-advisors-inc-sarasota-fl-300966

## Quick answers

**How is Ranch Capital Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ranch Capital Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Ranch Capital Advisors Inc. located?**
Ranch Capital Advisors Inc.'s principal office is in Sarasota, FL, according to its Form ADV.

**Is Ranch Capital Advisors Inc. registered with the SEC or a state?**
Ranch Capital Advisors Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300966.

**How much does Ranch Capital Advisors Inc. manage?**
Ranch Capital Advisors Inc. reports $385,539,477 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**How have Ranch Capital Advisors Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Ranch Capital Advisors Inc.: Regulatory assets under management: $171,589,705 in the October 2021 data and $385,539,477 in the October 2026 data, up 125%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ranch Capital Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (311); high net worth individuals (114).

**Which custodians does Ranch Capital Advisors Inc. use?**
Ranch Capital Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Ranch Capital Advisors Inc. 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/300966

**Does Ranch Capital Advisors Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated July 6, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Ranch Capital Advisors Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $338,240,466 to $385,539,477 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 6, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $385,539,477
- Discretionary: $385,539,477
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 311 | $108,772,075 |
| High net worth individuals | 114 | $276,767,402 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, NH, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ranchcap.com
- Facebook @RanchCap
- Instagram @ranchcapadvisors
- LinkedIn @20312985
- YouTube @results

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $171,589,705 | 5 | July 2, 2021 |
| October 2022 | $210,731,869 | 6 | June 2, 2022 |
| October 2023 | $226,803,364 | 6 | August 29, 2023 |
| October 2024 | $277,862,049 | 7 | March 27, 2024 |
| October 2025 | $338,240,466 | 6 | June 4, 2025 |
| October 2026 | $385,539,477 | 7 | September 21, 2026 |

Regulatory assets under management: $171,589,705 in the October 2021 data and $385,539,477 in the October 2026 data, up 125%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $338,240,466 to $385,539,477 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ranch Capital Advisors Inc. (CRD 300966): Form ADV filing data as of October 2026.