RANSOM ADVISORY, LTD
Legal name: RANSOM ADVISORY
CRD #318747 SEC #801-123386 PROVIDENCE, RI (401) 601-0185
SEC Registered
Total AUM
$265.5M
Discretionary
$265.5M
Employees
1
Clients
0
Accounts
267
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $265.5M | $265.5M | $0 | 1 | 1 |
| Feb 2025 | $265.5M | $265.5M | $0 | 1 | 1 |
| Jan 2025 | $265.5M | $265.5M | $0 | 1 | 1 |
| Jan 2024 | $219.3M | $219.3M | $0 | 1 | 1 |
| Jun 2023 | $194.5M | $194.5M | $0 | 1 | 1 |
| Apr 2023 | $194.5M | $194.5M | $0 | 1 | 1 |
| Jan 2023 | $194.5M | $194.5M | $0 | 1 | 1 |
| Jun 2022 | $122.4M | $118.3M | $4.1M | 1 | 0 |
| Mar 2022 | $0 | $0 | $0 | 1 | 0 |
| Feb 2022 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$265.5M
Discretionary$265.5M
Non-Disc.$0
Employees1
Clients1
DateFeb 2025
Total AUM$265.5M
Discretionary$265.5M
Non-Disc.$0
Employees1
Clients1
DateJan 2025
Total AUM$265.5M
Discretionary$265.5M
Non-Disc.$0
Employees1
Clients1
DateJan 2024
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees1
Clients1
DateJun 2023
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees1
Clients1
DateApr 2023
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees1
Clients1
DateJan 2023
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees1
Clients1
DateJun 2022
Total AUM$122.4M
Discretionary$118.3M
Non-Disc.$4.1M
Employees1
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0