R
Ranchwood Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$930,000
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$930,000
About
Ranchwood Capital Management is a state-registered, single-advisor independent investment adviser that provides discretionary portfolio management through separately managed accounts for high‑net‑worth individuals, trusts, endowments, foundations and corporate clients. The firm manages roughly $1 million in client assets and has shifted away from servicing investment funds to focus on SMAs.
The firm follows a long‑term, value‑oriented equity approach that emphasizes a margin of safety, capital preservation, concentrated high‑conviction positions, and generally avoids leverage and short selling. Portfolios are constructed and managed on an account‑by‑account basis with tailored restrictions as requested by each client, and the adviser cites a disciplined focus on a relatively small number of core ideas rather than broad diversification.
Distinctive features include offering a performance‑based fee option for clients who meet the SEC’s “qualified client” definition, an arrangement that is uncommon among independent solo advisers, and the firm’s acceptance of institutional‑type clients (endowments, foundations, corporations) in addition to high‑net‑worth individuals. On an operational level, the managing member devotes a significant portion of his time to an unrelated landscaping business, and the firm’s small scale and SMA‑only focus may affect its availability and service model compared with larger peers.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $50,000: 1.50% $50,001 - $200,000: 1.30% $200,001 - $500,000: 1.10% $500,001+: 1.00%
15% to 25% of the increase in net assets annually, subject to a high water mark, for "qualified clients" per SEC Rule 205-3
Account minimum: $0 (minimums may be set in client-specific organizational documents but are generally not fixed and may be waived)
Main office location
Ranchwood Capital Management
832 Howell Dr.
Coppell TX 75019, United States
Number of offices
1
Most active in
Ranchwood Capital Management has reported serving >5 clients in these states in the last 12 months.
Texas
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.
Forms ADV
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