RANCH CAPITAL ADVISORS INC.
CRD #300966 SEC #801-114909 SARASOTA, FL (941) 462-2666
SEC Registered
Total AUM
$338.2M
Discretionary
$338.2M
Employees
6
Clients
101
Accounts
1,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $338.2M | $338.2M | $0 | 6 | 0 |
| Oct 2025 | $338.2M | $338.2M | $0 | 6 | 0 |
| Jun 2025 | $338.2M | $338.2M | $0 | 6 | 0 |
| Mar 2025 | $338.2M | $338.2M | $0 | 6 | 0 |
| Nov 2024 | $277.9M | $277.9M | $0 | 7 | 0 |
| Mar 2024 | $277.9M | $277.9M | $0 | 7 | 0 |
| Mar 2024 | $277.9M | $277.9M | $0 | 7 | 0 |
| Aug 2023 | $226.8M | $226.8M | $0 | 6 | 0 |
| Mar 2023 | $226.8M | $226.8M | $0 | 6 | 0 |
| Jun 2022 | $210.7M | $210.7M | $0 | 6 | 0 |
| Mar 2022 | $210.7M | $210.7M | $0 | 6 | 0 |
| Nov 2021 | $171.6M | $171.6M | $0 | 5 | 0 |
| Oct 2021 | $171.6M | $171.6M | $0 | 5 | 0 |
| Jul 2021 | $171.6M | $171.6M | $0 | 5 | 0 |
| May 2021 | $171.6M | $171.6M | $0 | 5 | 0 |
| May 2021 | $171.6M | $171.6M | $0 | 5 | 0 |
| Mar 2021 | $171.6M | $171.6M | $0 | 5 | 0 |
| Jun 2020 | $147M | $147M | $0 | 5 | 2 |
| Jun 2020 | $147M | $147M | $0 | 5 | 2 |
| Feb 2020 | $147M | $147M | $0 | 5 | 2 |
| Sep 2019 | $102M | $101.1M | $935K | 1 | 0 |
| Aug 2019 | $102M | $101.1M | $935K | 1 | 0 |
| Aug 2019 | $102M | $101.1M | $935K | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
| Feb 2019 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2025
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$338.2M
Discretionary$338.2M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$277.9M
Discretionary$277.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$277.9M
Discretionary$277.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$277.9M
Discretionary$277.9M
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees5
Clients2
DateJun 2020
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees5
Clients2
DateFeb 2020
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees5
Clients2
DateSep 2019
Total AUM$102M
Discretionary$101.1M
Non-Disc.$935K
Employees1
Clients0
DateAug 2019
Total AUM$102M
Discretionary$101.1M
Non-Disc.$935K
Employees1
Clients0
DateAug 2019
Total AUM$102M
Discretionary$101.1M
Non-Disc.$935K
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0