RDG Capital Management LLC

Overview

RDG Capital Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and serves both individual/family clients and institutional or business clients. Its advisory services emphasize financial planning together with portfolio management for individuals, small businesses, and larger business or institutional accounts. RDG charges clients on an assets-under-management basis and also uses hourly billing for certain services. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant advisor. RDG is not structured as a capital allocator, which suggests it primarily constructs and manages client portfolios rather than operating a fund-of-funds or acting as an external capital allocator. Industry affiliation is listed as an investment adviser; the firm’s business model appears to center on direct advisory relationships rather than acting as a third-party manager platform.

Assets & Accounts

Public Holdings

Investments & Alternatives