Ridgepath Capital Management Llc
- Regulatory AUM
- $359M
- Discretionary
- $359M
- Clients
- 121
- Avg AUM / client
- $3.0M
- Accounts
- 338
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $11.3M | 3.14% |
| High net worth individuals | 70 | $305M | 85.0% |
| Charitable organizations | 1 | $2.1M | 0.57% |
| Corporations and other businesses | 8 | $40.6M | 11.3% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samuel Nathan Pressley | Managing Member & Chief Compliance Officer | CFP | Mar 2016 (10y) | 50% – 75% |
| John Daniel Pressley | Direct Owner | Jul 2016 (10y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • SELECTION OF OTHER ADVISORS FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $359M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗