Ransom Advisory, LTD
Ransom Advisory, Ltd is a registered SEC investment adviser headquartered in Providence, Rhode Island. Founded in January 2022 by Charles W. Ransom, the firm provides discretionary portfolio management services to individuals and families, specializing in equity and multi-asset class strategies. It is a boutique operation with a small team, reflecting a personalized, high-touch advisory approach.
Investment Strategy
Ransom Advisory, Ltd primarily offers discretionary portfolio management with a focus on US large-cap equities, as evidenced by significant holdings in companies like Apple, Microsoft, Alphabet, NVIDIA, and JPMorgan. The firm customizes investment strategies for high-net-worth individuals, emphasizing risk-adjusted returns and diversified sector allocation. Their philosophy centers on long-term capital appreciation through active management and asset allocation tailored to clients' goals.
Top Holdings
Equity Positions (298)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.89% | $24.2M | 46,661 | $375.39 | $517.95 | +$595.8K |
A AAPL | APPLE INC | 10.74% | $23.8M | 93,636 | $221.79 | $254.63 | +$4.3M |
G GOOGL | ALPHABET INC CLASS CLASS A | 6.28% | $13.9M | 57,337 | $154.64 | $243.10 | +$3.6M |
N NVDA | NVIDIA CORP | 5.94% | $13.2M | 70,664 | $108.38 | $186.58 | +$1.7M |
J JPM | JPMORGAN CHASE & CO | 4.42% | $9.8M | 31,079 | $245.30 | $315.43 | +$536.6K |