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RM

Ryan J. Mcmahon

RANCH CAPITAL ADVISORS
Sarasota, FL 34240
Some features on this profile are disabled
CRD#: 7311696
RM

Professional summary

Ryan J Mcmahon, who also goes by Ryan Mcmahon, Ryan J Mcmahon, is a registered financial advisor currently at RANCH CAPITAL ADVISORS INC. located in Sarasota, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Mcmahon | Ryan J Mcmahon

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.
SHEPHERD FINANCIAL POSITION: employee NATURE: financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 35 START DATE: 11/02/2020 ADDRESS: 11420 Bluegrass Pkwy, Louisville KY 40299, United States DESCRIPTION: providing financial services SCC BASKETBALL TRAINING LLC POSITION: owner, trainer, and manager. NATURE: Basketball youth training INVESTMENT RELATED: No NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 18120 Bridle Run Dr., Louisville KY KY 40245, United States DESCRIPTION: I work on court by training the kids. I also own and manage the business, and incur all expenses related to the LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan J Mcmahon'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

October 13, 2023 - Present

RANCH CAPITAL ADVISORS INC.

Office #1: 4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240
RIA
CRD#: 300966
Sarasota, FL
Past

August 10, 2021 - August 3, 2023

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

RIA
CRD#: 288623
Louisville, KY
Past

August 4, 2021 - August 3, 2023

LINCOLN INVESTMENT

RIA
CRD#: 519
Louisville, KY
Past

August 4, 2021 - August 3, 2023

CAPITAL ANALYSTS

RIA
CRD#: 162200
Louisville, KY
Past

May 5, 2021 - August 3, 2023

LINCOLN INVESTMENT

BD
CRD#: 519
Louisville, KY

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
(10/25/2023)
IAR
Texas
(10/13/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/5/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/18/2021
Securities Industry Essentials Examination

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#: 300966Sarasota, FL 34240

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