RIA Intel›Advisers›California›RAMSDELL CAPITAL MANAGEMENT, LLC

RAMSDELL CAPITAL MANAGEMENT, LLC

Advisory

SAN FRANCISCO, CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CA
#2,705
of 5,480 advisers by AUM
Average account
$1M
across 92 accounts
AUM per adviser
$109M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM
$109M
Discretionary %
91.6%
Clients
92
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$109M
Discretionary AUM$100M
Non-Discretionary AUM$9M
Discretionary %91.6%
Total Clients92
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

INSIGHT WEALTH STRATEGIES, LP
IRVINE, CA
$109M
+8.7% 1Y
FAIRLIGHT ADVISORS LLC
SAN FRANCISCO, CA
$109M
WELLSOURCE CAPITAL PARTNERS, LLC
SAN LUIS OBISPO, CA
$109M
VIEWPOINT FINANCIAL PARTNERS, LLC
DEL MAR, CA
$109M
THE PLANNERS NETWORK, INC.
TEMECULA, CA
$109M
-9.3% 1Y
TRINITY ASSET MANAGEMENT CORPORATION
LOS ANGELES, CA
$109M

Get the full picture on RAMSDELL CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RAMSDELL CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans