Investment adviser · CRD 283343
RIDGEPATH CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
KNOXVILLE, TN, United States · Form ADV filed Feb 3, 2026
- Regulatory AUM
- $359M Form ADV · Item 5.F
- Client accounts
- 338 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 70 | $304,944,093 | 85.0% |
| Corporations & businesses | 8 | $40,572,050 | 11.3% |
| Individuals | 42 | $11,275,874 | 3.1% |
| Charities | Fewer than 5 | $2,058,022 | 0.6% |
Filing source
Form ADV 2049149 · Feb 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 3, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
9202 S. NORTHSHORE, SUITE 301KNOXVILLE, TN, 37922, United States
CRD 283343
Filing source
Form ADV 2049149 · Feb 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.