Ramsdell Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$100,067,724
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
87
86% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$1,150,204
About
Ramsdell Capital Management provides discretionary and non-discretionary portfolio management and asset-allocation advice to individuals and trusts, and also serves corporate entities and pension plans. The firm prepares individualized investment policy statements and allocation worksheets and, in addition to advisory services, offers limited insurance brokerage (life, disability and fixed/indexed annuities) through a separate brokerage offering.
The firm’s investment process is centered on asset allocation with a top-down fundamental analysis complemented by technical screening, maintaining a buy-and-hold core while trading tactically at the margins. Portfolios are ETF-heavy (approximately 60–75% of holdings), may use options for downside management when authorized, and are reviewed at least quarterly with written reporting, a quarterly newsletter, and block trading used to execute aggregated orders.
What is distinctive for a single-advisor independent firm is the combination of institutional and corporate client work alongside retail clients, and the maintenance of an affiliated insurance brokerage capability (noted as taking minimal time). Ramsdell also recommends a single custodian and uses that custodian’s institutional trading, research and support services — a relationship disclosed in the ADV that provides operational benefits but can present potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Annuities
Fee options
$0 - $100,000: 1.25% annually $100,001 - $250,000: 1.00% annually $250,001 - $750,000: 0.85% annually $750,001 - $2,000,000: 0.75% annually $2,000,001 - $10,000,000: 0.65% annually above $10,000,000+: negotiable
$150.00 per hour for planning or project work; waived for advisory clients with assets managed
Fee-only: Hourly fee of $150 per hour for planning or project work; waived for advisory clients with assets managed
Main office location
Ramsdell Capital Management, LLC
580 California Street, Suite 1200
San Francisco CA 94104, United States
Number of offices
2
Most active in
Ramsdell Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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