Firm
Ring Mountain Capital
Tiburon, California
Fee-only
Ring Mountain Capital at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 426 individual clients, 51 of them high net worth.
- Its average account is about $210,000 (assets it manages divided by its 1,059 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Tiburon, California |
|---|---|
| Website | ringmountaincapital.com |
| [email protected] | |
| Phone | (415) 350-1355 |
Ring Mountain Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"Annual advisory fees are typically 1% of the assets under management billed in advance and prorated at the beginning of each quarter." source
"We currently do not require a minimum investment." source
"Management fees are assessed quarterly based upon the value of assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $222 million |
| Individual clients | 375 |
| High-net-worth clients | 51 |
| Accounts managed | 1,059 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130089) |
| Financial planning | Offered |
| Form ADV filed | June 9, 2026 |
| SEC record | CRD 288714 |