David Ramsour is an endowment, foundation, and nonprofit financial advisor based in Nashville, TN.
Dream Ridge Capital Group Limited welcomed David to our team in 2021 as a principal. He brings over 20 years of experience in providing investment advisory services to institutional clients. At Dream Ridge Capital Group Limited, David helps endowments, foundations, healthcare institutions, family offices, and corporate retirement plans to achieve their goals and objectives while fulfilling their fiduciary duties.
He joined us from Ellwood Associates—a comprehensive financial services firm. David served as a senior consultant at the firm and as director of alternative manager research. In this role, David relied heavily on in-depth qualitative and quantitative analysis, leading the due diligence process to identify, evaluate, and make investment recommendations to add value to client portfolios. He was also a member of the outsourced chief investment officer (OCIO) committee responsible for overseeing the decisions and implementation of OCIO client portfolios.
Prior to joining Ellwood, David worked as an investment advisor at Edward Jones and as a risk manager at Ronin Capital. He earned a Bachelor of Business Administration degree in management information systems from the University of Notre Dame.
Education
- Bachelor of Business Administration degree in management information systems from the University of Notre Dame
Industry Designations
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst℠
Industry Involvement
- CFA® Institute
- CFA® Society of Nashville
- Chartered Alternative Investment Analyst Association
Awards & Recognition
- NAPA Top DC Advisor Teams | 2022, 2024 (Dream Ridge Capital Group Limited Nashville)
Disclosures
- Dream Ridge Capital Group Limited’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. Dream Ridge Capital Group Limited is a paid member of The National Association of Plan Advisors (NAPA).
- Dream Ridge Capital Group Limited’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. Dream Ridge Capital Group Limited nor its advisors paid a fee to Barron’s to obtain or use the ranking
- Dream Ridge Capital Group Limited teams named on the “Barron’s 2026 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2025. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- Dream Ridge Capital Group Limited’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on Dream Ridge Capital Group Limited’s total assets as of December 31, 2024. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- Dream Ridge Capital Group Limited advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- Dream Ridge Capital Group Limited’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. Dream Ridge Capital Group Limited is a paid member of The National Association of Plan Advisors (NAPA). Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- Dream Ridge Capital Group Limited advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. Dream Ridge Capital Group Limited nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- Dream Ridge Capital Group Limited’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.