Ridgepath Capital Management LLC

Ridgepath Capital Management, LLC is a Limited Liability Company established in March 2016 by John Daniel Pressley and Samuel Nathan Pressley. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current situation and aiding in portfolio selection. Ridgepath Capital Management requests discretionary authority to execute transactions aligned with clients' risk tolerance levels. The firm operates as a fiduciary, prioritizing clients' interests and ensuring fair allocation of investment opportunities among clients. The firm primarily advises individuals and high-net-worth individuals, with a minimum account size of $1,000,000, which may be waived at the firm's discretion. Ridgepath Capital Management's investment strategies include long-term trading, short-term trading, and options trading. Clients are informed of the risks associated with specific securities utilized, such as mutual funds, ETFs, commodities, and options. The firm does not accept performance-based fees and does not engage in wrap fee programs. Fees for portfolio management are asset-based and negotiable, with fees withdrawn quarterly. Clients may be directed to third-party advisers, with fees shared between the advisers and Ridgepath Capital Management. Clients are responsible for third-party fees, and the firm does not accept compensation for the sale of securities to clients. Ridgepath Capital Management emphasizes transparency in brokerage practices, selecting custodians based on best execution practices. Clients receive regular account reviews and reports, ensuring transparency and accountability in the firm's operations.