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RANCH CAPITAL ADVISORS INC.

SARASOTA, FL · CRD 300966 · IAPD ↗ · ranchcap.com · (941) 462-2666

$385.5MRegulatory AUM
7Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — RANCH CAPITAL ADVISORS INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
December 2025 — RANCH CAPITAL ADVISORS INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
July 2025 — RANCH CAPITAL ADVISORS INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — RANCH CAPITAL ADVISORS INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.