John D. Pressley

RIDGEPATH CAPITAL MANAGEMENT LLC

Knoxville, TN 37922

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CRD#: 5916911

Professional summary

John Daniel Pressley, who also goes by Danny Pressley, is a registered financial advisor currently at RIDGEPATH CAPITAL MANAGEMENT LLC located in Knoxville, Tennessee.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny Pressley

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.

Licensed CPA, not affiliated with a firm. Partner / Owner Northshore Management Company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Daniel Pressley'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

July 1, 2016 - Present

RIDGEPATH CAPITAL MANAGEMENT LLC

Office #1: 9202 S. Northshore Suite 301, Knoxville, TN 37922

RIA

CRD#: 283343

Knoxville, TN

Past

September 20, 2011 - October 14, 2014

BPV CAPITAL MANAGEMENT, LLC

RIA

CRD#: 151588

KNOXVILLE, TN

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".

RIDGEPATH CAPITAL MANAGEMENT LLC

CRD#: 283343 / SEC#: 801-119002

RIA

Registered Investment Advisory firm - (7/13/2020 Approved)

Tennessee

Registered Investment Advisory firm - (8/12/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Tennessee
(7/1/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/19/2011

Uniform Investment Adviser Law Examination

Current Firm

RIDGEPATH CAPITAL MANAGEMENT LLC

CRD#: 283343 / SEC#: 801-119002

RIA

Registered Investment Advisory firm - (7/13/2020 Approved)

Tennessee

Registered Investment Advisory firm - (8/12/2020 Terminated)

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Contact information

Main Address

9202 S. Northshore Suite 301, Knoxville, TN 37922

Mailing Address

Phone number

(865) 240-4984

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-RIDGEPATH CAPITAL MANAGEMENT, LLC (1/15/2025)

Regulatory assets under management

Total Number of Accounts	302
AUM (Assets Under Management)	$ 331,605,533

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/22/2025	Cover Page	Report
08/26/2024	Cover Page	Report
03/29/2024	Cover Page	Report

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.

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John D. Pressley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Daniel Pressley's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIDGEPATH CAPITAL MANAGEMENT LLC

BPV CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

RIDGEPATH CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2011

Current Firm

RIDGEPATH CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RIDGEPATH CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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