Ransome Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$810,076
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$162,015
About
Ransome Asset Management provides discretionary portfolio management and financial planning and consulting to individual investors as well as to pension and profit‑sharing plans and other business entities. The firm offers continuous account supervision, written financial plans, one‑time consultations and as‑needed advice, with implementation remaining subject to a separate agreement.
The firm describes a value‑oriented investment approach built on fundamental analysis and uses both long‑term and short‑term strategies; it may employ margin, option strategies, short sales and derivatives where appropriate. Portfolios are designed to reflect each client’s objectives and risk tolerance, with the adviser able to accept discretionary authority and to review managed accounts on a regular schedule.
Distinctive attributes disclosed in the brochure include the managing member’s role as a licensed real estate agent and operator of affiliated real estate development activities, and the firm’s disclosure that clients are under no obligation to use those services. The brochure also notes the firm may charge performance‑based fees for qualified clients subject to a high‑water mark and that it accepts institutional clients — features that are less common among similarly structured independent advisers.
Client services
Expertise
Fee options
$0+: Up to 2.50% annually (negotiable, maximum fee) $1,000,000+: 1.50% annually plus performance-based fee (for qualified clients)
Up to $500 per hour for financial planning and consulting services (negotiable)
Performance fee of 20% to 35% of capital appreciation annually for qualified clients with at least $1 million AUM or $2 million net worth; subject to high-water mark provisions
Fee-only: Financial planning and consulting services charged hourly up to $500/hour (negotiable)
Main office location
Ransome Asset Management
Wesley Chapel FL, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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