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AS

Abigail U. Skipper

RANCH CAPITAL ADVISORS
BABSON PARK, FL
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CRD#: 4025207
AS

Professional summary


Abigail Updike Skipper, who also goes by Abigail Skipper, Abigail Anne Updike, is a registered financial advisor currently at RANCH CAPITAL ADVISORS INC. located in Babson Park, Florida.

Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Abigail has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Abigail Skipper | Abigail Anne Updike

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.) NAME OF OBA: GRAND CENTRAL STABLES; ADDRESS OF OBA: BABSON PARK, FL 33827; NATURE: HORSE BOARDING; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: MANAGE FARM; START DATE: 05/01/2019; APPROX. NUMBER OF HOURS/MONTH: 30; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Abigail Updike Skipper's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 3, 2019 - Present

RANCH CAPITAL ADVISORS INC.

RIA
CRD#: 300966
BABSON PARK, FL
Past

April 18, 2000 - March 22, 2001

JAMES I. BLACK & COMPANY

BD
CRD#: 1249
LAKELAND, FL
Past

October 26, 1999 - February 22, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RC
RANCH CAPITAL ADVISORS INC.
PACITTI GROUP INC. | RANCH CAPITAL ADVISORS INC. | RANCH CAPITAL ADVISORS

CRD#: 300966 / SEC#: 801-114909

RIA
Registered Investment Advisory firm - (3/29/2019 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/3/2019)
IAR
Texas
(11/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/15/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RC
RANCH CAPITAL ADVISORS INC.
PACITTI GROUP INC. | RANCH CAPITAL ADVISORS INC. | RANCH CAPITAL ADVISORS

CRD#: 300966 / SEC#: 801-114909

RIA
Registered Investment Advisory firm - (3/29/2019 Approved)
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Contact information


Main Address
4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240
Mailing Address
Phone number
(941) 462-2666
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 14 2025 RCA FORM ADV PART 2A AND 2B FINAL (3/14/2025)

Regulatory assets under management


Total Number of Accounts1,138
AUM (Assets Under Management)$ 338,240,466

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RANCH CAPITAL ADVISORS INC.

CRD#: 300966Babson Park, FL

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