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Ramsey Hill Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$132,117,753
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
79
86% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
79
Average account size
$1,672,377
About
Ramsey Hill Asset Management LLC is a Minnesota-registered investment adviser that provides discretionary portfolio management to individuals (including high-net-worth clients), as well as to trusts, pension and profit-sharing plans, charitable organizations, and corporations. As of December 31, 2025, the firm reported $132,117,753 in discretionary assets under management.
The firm constructs individualized portfolios primarily using individual securities and exchange-traded funds and applies both fundamental and technical analysis while employing long- and short-term trading strategies as appropriate. RHAM requests written discretionary authority to execute transactions, provides quarterly reports alongside custodian statements, and will accept client-imposed investment restrictions when those do not impair its ability to service the account.
Compared with many solo independent advisers that focus mainly on retail clients, RHAM’s brochure discloses a broader client mix that includes corporate and institutional entities and notes work with pension and profit-sharing plans and charitable organizations, as well as pension consulting and portfolio management for institutional clients. The firm also describes an established custodial relationship with Charles Schwab that provides access to institutional-level investments, research, and support resources used across client accounts.
Client services
Portfolio management
Pension consulting
Expertise
Passive / index investing
Active portfolio management
Fee options
$0 - $500,000: 1.50% $500,001 - $5,000,000: 1.00% $5,000,001+: 0.85% Assets in ETF-Only Portfolios+: 1.00%
Main office location
Ramsey Hill Asset Management LLC
St Paul MN, United States
Number of offices
1
Most active in
Ramsey Hill Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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