RidgePath Capital Management

RidgePath Capital Management

RidgePath Capital Management was established in 2016 by Sam Pressley, who serves as Managing and Founding Principal. The Knoxville-based registered investment adviser structures its service around three disciplines: personalized portfolio management, tax preparation and planning, and estate planning. The firm targets high-net-worth individuals, business owners, and corporate executives. The firm constructs strategically diversified portfolios grounded in a risk-management process that adapts to shifting global conditions. While RidgePath does not disclose specific asset-class allocations, its ADV filings and website language emphasize a broad advisory mandate rather than a single-asset-class focus. The practice includes direct financial planning, tax services, and estate architecture — work that typically brings exposure to public equities, fixed income, and private holdings depending on each client’s balance sheet. RidgePath operates a strategic alliance with Axxcess Wealth Management in Carlsbad, California, extending its intellectual capital and investment platform access beyond East Tennessee. RidgePath is led by three professionals. Sam Pressley, a CERTIFIED FINANCIAL PLANNER™, previously spent four years at Capital Investment Advisory Services developing a high-net-worth client base. Danny Pressley, President and a Tennessee CPA, brings over 40 years of experience in taxation, mergers and acquisitions, and business valuation; he was a founding partner of LBMC’s Knoxville office and earlier a partner at Pugh and Company. Stephanie Townson joined as support services manager in October 2019 after a 15-year tenure as an in-house bookkeeper for a local CPA firm. The firm remains single-office — 9202 S. Northshore Drive, Knoxville — with no additional locations. RidgePath operates as a family-staffed advisory practice rather than a multi-family office platform or institutional allocator. Sam Pressley runs operations and client relationships; Danny Pressley provides the tax-and-accounting infrastructure. That structure creates a succession-ready, CPA-integrated model unusual among independent RIAs of its size, pairing financial-planning credentials with deep accounting capability inside one firm.