Ryan J Mcmahon
Investment adviser representative at Ranch Capital Advisors Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$385.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ranch Capital Advisors, Inc.Oct 2023 to now
- Lincoln InvestmentApr 2021 to Sep 2023
- Shepherd FinancialNov 2020 to Sep 2023
- UnemployedApr 2020 to Nov 2020
- Univesrity of LouisvilleMay 2015 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Ranch Capital Advisors Inc.
$385.5MAssets managed
425Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7311696
- Firm CRD
- 300966