SourcingSourcing

RIDGEPATH CAPITAL MANAGEMENT LLC

C29
CRD 283343·SEC 801-119002·KNOXVILLE, TN
AUM
$358.9M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIDGEPATH CAPITAL MANAGEMENT LLC
CRD
283343
SEC file #
801-119002
EIN
812072036
DBA names
—

Economics

AUM
$358.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$118.2M → $358.9M▲ +204%
Client mix
Individuals High Net Worth70
Individuals Other42
Corporations8
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
KNOXVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
linkedin.com/company/13225092(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRESSLEY, SAMUEL, NATHAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PRESSLEY, SAMUEL, NATHAN
PRESSLEY, JOHN, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001943071
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2024-04-30
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0002085853-26-000573

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
9202 S. NORTHSHORE DR, SUITE 301KNOXVILLE, TN 37922
Business
9202 S. NORTHSHORE DR, SUITE 301KNOXVILLE, TN 37922
Edgar EIN
812072036
Edgar Recent Filings
13F-HR2026-05-07 · 0002085853-26-000573
13F-HR2026-02-04 · 0002085853-26-000193
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6085384
Trust Company Affiliate
No

People (2)

2
PRESSLEY, JOHN, DANIEL
IAR · Direct Owner · 62.5%
5916911
PRESSLEY, SAMUEL, NATHAN
IAR · Direct Owner · 62.5%
6085384