Ring Mountain Capital, LLC
Ring Mountain Capital, LLC is a Tiburon, California-based fee-only Registered Investment Adviser founded and led by Scott Arwin, CFA. The firm specializes in research-driven, customized portfolio management and investment advisory for individuals, including both high-net-worth and other individual investors. With a focus on client-first service and tailored investment strategies, the firm offers in-house discretionary portfolio management and individualized financial planning. As of 2025, it is a small operation with 1 employee and manages over $185 million in assets. Ring Mountain Capital works exclusively for clients, does not accept commissions from third parties, and is registered with the state of California.
Investment Strategy
Ring Mountain Capital uses a research-driven, client-specific approach to portfolio management, emphasizing asset allocation tailored to each client's investment time horizon, risk tolerance, and objectives. The firm actively manages portfolios using a mix of equities (US and international), ETFs, bonds, preferred equity, mutual funds, and options. Investment decisions are made by the Chief Investment Officer based on disciplined, diversified strategies and a focus on after-tax performance, aiming to optimize returns and minimize risk for long-term financial growth.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 9.99% | $16.4M | 77,692 | $248.65 | $205.17 | -$254.4K |
M META | META PLATFORMS INC | 7.76% | $12.8M | 18,104 | $587.99 | $738.09 | +$2.5M |
M MSFT | MICROSOFT CORP | 7.48% | $12.3M | 24,094 | $422.09 | $497.41 | +$3.4M |
S SCHG | SCHWAB STRATEGIC TR | 6.79% | $11.1M | 374,789 | $27.54 | $29.21 | +$2.1M |
S SMH | VANECK ETF TRUST | 5.58% | $9.2M | 31,554 | $243.50 | $278.88 | +$3.1M |