RDG Capital Management LLC
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 329749
- Registered since
- February 20, 2024
- Website
- rdgcapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION, ADP BROKER-DEALER, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI44.67%
- Pension & Profit Sharing Plans41.65%
- Individuals9.55%
- Corporations / Businesses4.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RDG Capital Management LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (2024) and serves both individual and family clients as well as institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients. RDG charges fees based on a percentage of assets under management and also offers hourly billing. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension-consulting specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2Kate Kenney
Managing PartnerCRD 7855260
Whitney Baniewicz
PartnerCRD 5480153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 20 Office Park Way
- Time zone
- ET (UTC-5)
- Office locations
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