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John Pressley

Advisor at Ridgepath Capital Management LLC

Updated today
Ridgepath Capital Management LLC logo

Firm

Ridgepath Capital Management LLC

Location

Knoxville, TN 37922

Credentials

Series 65

Industry experience

12 years

About

John Pressley is a financial advisor at Ridgepath Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Ridgepath since 2016, following six years at BPV Wealth Management. Pressley is also a licensed CPA and a partner and owner of Northshore Management Company. Ridgepath Capital Management provides portfolio management services to individual and high-net-worth clients, offering individualized Investment Policy Statements and discretionary account management. The firm integrates multiple analytical approaches and employs a range of trading strategies and investment vehicles to serve its client base.

Client services

Based on Ridgepath Capital Management LLC

Portfolio management Selection of other advisers Tax preparation and planning

Expertise

Based on Ridgepath Capital Management LLC

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$1,000,000 - $5,000,000: 0.80% $5,000,001+: 0.60%

Project-based

$150 per hour for tax consulting or planning services

Other

Account minimum: $1,000,000

Location

9202 S. Northshore, Suite 301

Knoxville, TN 37922

Most active in

Tennessee

Work history

Ridgepath Capital Management, LLC

2016 - Present (10 years)

BPV Wealth Management, LLC

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Derek K

CFP®, Series 63

Knoxville, TN

Kennedy Wealth Management

General retirement planning Income planning Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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David B

Series 63, Series 65

Knoxville, TN

Shepherd's Financial LLC

Retirement income strategy General retirement planning Wealth management Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Religious/faith focused

Skee O

CFP®

Knoxville, TN

Kinetic Wealth

With high regard to our fiduciary duty, we exist to faithfully serve individuals and organizations who are eager to understand and take control of their finances. Deep, authentic relationships allow us to help our clients clarify and define what is most important and utilize that knowledge when making important decisions. Our comprehensive approach facilitates a proactive partnership rooted in accountability putting clients in position to Ignite Financial Momentum and create meaningful outcomes. Life is full of Momentum Moments, those times when decisions are most impactful. We proactively prepare our clients for those moments through: Life Planning, Financial Wellness, and Wealth Planning services. Skee began his finance career in early 2012 and has since served many individuals and organizations as their trusted advisor. Having a long family lineage of educators, he naturally has a passion for teaching and helping others. An interest in finance early in life led him to attain his Bachelor of Science in Business Administration degree focused in Financial Planning and Economics from Western Carolina University in 2010. After college, Skee served as Senior Financial Services Officer at a prominent credit union in his home state of North Carolina. He moved to East Tennessee in 2016 and has built strong relationships with individuals, families, and organizations, managing over $100,000,000 for many of them. One Knoxville non-profit organization he advised was recognized as one of four Plan Sponsor of the Year nominees in a well-known national publication in 2024. He holds designations of CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer. Skee enjoys serving his community through several organizations in the Greater Knoxville Area. Mission: To empower family stewards, people pursuing independence, and employee-centric organizations to achieve their full potential financially and personally, positively impacting their own circumstances and the lives of those around them. Vision: To grow organically through a commitment to our culture of providing high quality client experiences and by fostering community relationships. Our desire is to build and maintain a Destination Firm for both clients and employees. Along the way, we will make a positive impact on the communities where we live and serve through volunteering and giving back. Core Values: Influence, Competency, Trustworthiness, Boldness, Authenticity

General tax planning Retirement income strategy Social Security optimization Engineering Professional Baby Boomers (Born 1946-1964)
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Ramin O

Series 65

Knoxville, TN

Nomad Financial

Cash flow / budgeting Passive / index investing
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Steven K

Series 63

Powell, TN

ICON Capital Management, LLC

General retirement planning Cash flow / budgeting
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Nicholas V

CFP®, Series 65

Knoxville, TN

Provident Wealth, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Founder/Business Owner
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