# RidgePath Capital Management

RidgePath Capital Management is a Bank / Wealth / Trust based in Knoxville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Knoxville, United States
- **Region:** North America
- **Address:** 9202 S. Northshore Dr. Suite 301, Knoxville, TN 37922, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** ridgepathcapital.com
- **LinkedIn:** https://www.linkedin.com/company/ridgepath-capital-management

## Regulatory record

- **CRD number:** 283343
- **SEC file number:** 801-119002
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283343

## About

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.

## People

- Sam Pressley — Managing and Founding Principal
- Danny Pressley — President

## Questions

### Who runs day-to-day operations at RidgePath?

Sam Pressley, the Managing and Founding Principal, oversees all aspects of business operations and maintains client relationships. He is a CERTIFIED FINANCIAL PLANNER™ and founded the firm in 2016. Danny Pressley serves as President and leads tax and estate planning activities.

### What investment capabilities does RidgePath offer?

The firm builds strategically diversified portfolios using a dynamic risk-management process. It also partners with Axxcess Wealth Management in Carlsbad, California, expanding its access to investment platforms and intellectual capital. Specific asset-class allocations are not publicly disclosed.

### What professional designations does the team hold?

Sam Pressley holds the CERTIFIED FINANCIAL PLANNER™ designation. Danny Pressley is a Certified Public Accountant in Tennessee and holds an AICPA certificate in business valuation. Together they blend financial planning, tax, and accounting expertise.

### Where does RidgePath’s tax expertise come from?

Danny Pressley brings over 40 years of tax, M&A, and business-valuation experience. He was the founding partner of LBMC’s Knoxville office and a former Partner at Pugh and Company. He is a past President of the Tennessee Society of CPAs and a former National Council Member of the AICPA.

## Related profiles

- [Ridgemont Equity Partners](https://altss.com/profile/ridgemont-equity-partners)
- [Ridgepeak Partners](https://altss.com/profile/ridgepeak-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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