RidgePath Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, tax planning, and tax preparation.
RidgePath Capital Management reports 121 clients. They include 70 high-net-worth individuals, 42 individual clients, and 8 corporations and other businesses. Of its assets, 100.0% ($359M across 338 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 3% |
| High-net-worth individuals | 58% | 85% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 7% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $11.3M | 3.1% | $268K |
| High-net-worth individuals | 70 | $305M | 85.0% | $4.36M |
| Charitable organizations | Fewer than 5 | $2.06M | 0.6% | $2.06M |
| Corporations and other businesses | 8 | $40.6M | 11.3% | $5.07M |
| Total | 121 | $359M | 100% | — |
- Clients
- 42
- Regulatory AUM
- $11.3M
- AUM share
- 3.1%
- Avg. per client
- $268K
- Clients
- 70
- Regulatory AUM
- $305M
- AUM share
- 85.0%
- Avg. per client
- $4.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.06M
- AUM share
- 0.6%
- Avg. per client
- $2.06M
- Clients
- 8
- Regulatory AUM
- $40.6M
- AUM share
- 11.3%
- Avg. per client
- $5.07M
Total
- Clients
- 121
- Regulatory AUM
- $359M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
RidgePath Capital Management charges 0.60%–0.80% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Tax Preparation and Consulting
- Tax preparation is project-costed by return complexity; consulting or planning is generally charged at $150 per hour.
Samuel Pressley owns 50% to 75% of RidgePath Capital Management. The leadership team of RidgePath Capital Management includes Chief Compliance Officer Samuel Pressley. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Ridgepath Capital Management LLC
Samuel Pressley
Control person · since March 2016
- Owns 50% to 75% of Ridgepath Capital Management LLC
John Pressley
since January 2018
RidgePath Capital Management’s regulatory assets grew 2.3× from $154M (February 2021) to $359M (February 2026); clients rose from 70 to 121 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $359M | 121 | 5 | 1 |
| Jan 2025January 2025 | $332M | 118 | 5 | 1 |
| May 2024May 2024 | $276M | 107 | 5 | 1 |
| Mar 2023March 2023 | $234M | 105 | 4 | 1 |
| May 2022May 2022 | $245M | 85 | 4 | 1 |
| Feb 2021February 2021 | $154M | 70 | 2 | 1 |
Besides its headquarters, RidgePath Capital Management has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 9202 S. Northshore, Suite 301, KnoxvilleHQ
Contact and registration details
- Legal name
- Ridgepath Capital Management LLC
- Headquarters
- 9202 S. Northshore, Suite 301, Knoxville, TN 37922
- Website
- ridgepathcapital.com
- Phone
- 865-240-4984
- @13225092
- SEC file
- 801-119002
- Founded
- 2016
- Structure
- Tennessee LLC
- Fiscal year end
- December
RidgePath Capital Management’s named custodian for separately managed accounts is Charles Schwab ($359M). RidgePath Capital Management has custody of $93.6M for 12 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $359M100%
At year end, RidgePath Capital Management’s separately managed accounts were mostly in funds (56%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $227M across 54 positions; the largest are iShares TR (14.3%), Proshares TR (11.0%) and Proshares TR (10.3%).
What the accounts hold
- Stocks16%
- Funds56%
- Bonds19%
- U.S. government and agency bonds15%
- State and local bonds3%
- Investment grade corporate bonds1%
- Cash9%
How many clients does RidgePath Capital Management have?
RidgePath Capital Management has 121 clients and manages $359 million for them, as of February 2026. They include 70 high-net-worth individuals, 42 individual clients, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026
What services does RidgePath Capital Management offer?
RidgePath Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does RidgePath Capital Management charge?
RidgePath Capital Management charges 0.60%–0.80% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: ADV PART 2A-RIDGEPATH CAPITAL MANAGEMENT, LLC, filed 3 February 2026
Which custodians does RidgePath Capital Management use?
RidgePath Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $359M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026
How many financial advisors does RidgePath Capital Management have?
RidgePath Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RidgePath Capital Management invest in?
At the end of its last fiscal year, RidgePath Capital Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 15% U.S. government and agency bonds, 9% cash and equivalents, 3% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RidgePath Capital Management?
RidgePath Capital Management’s direct owners are Samuel Pressley (50% to 75%) and John Pressley (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 February 2026
How does RidgePath Capital Management get paid?
RidgePath Capital Management is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RidgePath Capital Management?
RidgePath Capital Management’s main office is at 9202 S. Northshore, Suite 301, Knoxville, TN 37922. Its phone number is 865-240-4984. Its website is ridgepathcapital.com.