KNOXVILLE, TNCRD 283343Latest ADV February 3, 2026
Ridgepath Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated February 3, 2026, reports $359M in regulatory assets under management, 5 employees, and 338 accounts.
Assets Under Management
$359M
Employees
5
Offices
--
Total Clients
121
Primary office
KNOXVILLE, TN
9202 S. NORTHSHORE, SUITE 301, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.9% of total clients.
Top client categories% of clientsClients
1
HNWI
57.9%
70
2
Individuals
34.7%
42
3
Corporations
6.6%
8
4
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$359Mas of February 3, 2026
Discretionary100.0%
$359M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$359M
Total Accounts338
10Y AUM Change+$241M (+203.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.