RIA Intel›Advisers›Nevada›RATIO FINANCIAL HOLDINGS

RATIO FINANCIAL HOLDINGS

Advisory

LAS VEGAS, NV

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$324K

across 74 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, NV, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

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

TRILOGY INVESTMENT MANAGEMENT, LLC

$23M

PURPOSEFUL PLANNING LLC

$25M

WEALTH MANAGEMENT ASSOCIATES, LLC

$23M

FUND ASSET MANAGERS, LLC

$25M

WESTERN LEVEL ADVISORS LLC

$23M

ASCENTIA CAPITAL PARTNERS, LLC

$23M

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