Ridge Capital Advisors, LLC

Overview

Ridge Capital Advisors, LLC is a small, non-independent retail registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. Its fee model is primarily AUM-based with other fee arrangements possible. Ridge is not positioned as a multi-state or pension-focused consultant, and it does not identify as an ESG-active manager. The firm maintains an industry connection to an insurance company, which aligns with its use of insurance-related products. Ridge does not operate as a capital allocator to external managers in an institutional sense; instead its activity appears centered on managing client accounts and directing client allocations into third-party funds and packaged products.

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Public Holdings

Investments & Alternatives

Location & Offices