Ranch Capital Advisors Inc.

Ranch Capital Advisors Inc. is a registered investment adviser firm located in Sarasota, FL, founded in 2019 and owned by Ranch Cap Holdings. The firm specializes in providing investment management, financial planning, and financial coaching services to individuals, high net worth individuals, trusts, estates, and small businesses. They offer discretionary and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients have the option to impose restrictions on their investments, and the firm may aggregate trades for multiple accounts for better execution. The firm acts as a fiduciary, meaning they are required to act in the best interests of their clients. Ranch Capital Advisors charges an asset-based fee for portfolio management services, ranging from 0.65% to 1.50% based on the total assets under management. They also offer financial planning and consulting services on a fixed fee or hourly fee basis, ranging from $1000 to $5000 annually or $250 to $450 per hour. The firm does not charge performance-based fees or engage in side-by-side management. The team at Ranch Capital Advisors includes experienced professionals with various backgrounds and qualifications, such as CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. The firm's employees are supervised by Gregory T. Pacitti, CFP® (President) and Elissa A. Lovell, CFP® (Chief Compliance Officer). The firm maintains a strong commitment to compliance and ethical conduct in serving their clients.