RIDGE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- JOHNS CREEK, Georgia
- CRD number
- 127200
- Registered since
- March 8, 2022
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.24%
- Individuals24.41%
- Corporations / Businesses2.35%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ridge Capital Management, LLC is an SEC‑registered investment adviser formed as a limited liability company and registered in 2022. The firm is individually owned and serves a mix of individual and family clients as well as institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and includes pension consulting services. Ridge charges fees based on a percentage of assets under management and also operates as a registered representative of a broker‑dealer and an insurance broker. The firm does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds48%
- Exchange Traded Equities30%
- Cash & Cash Equivalents18%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1COLLIN ADAMS
Chief Operating OfficerCRD 6093012
Contacts
2 of 2SCOTT ADAMS
President, Registered PrincipalCRD 2567442
BRICE THOMPSON
Financial AdvisorCRD 4089166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JOHNS CREEK, GA
GWINNETT
Location
JOHNS CREEK, GA
Headquartered in JOHNS CREEK, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- GWINNETT
- Address
- 6455 E Johns Xing
- Time zone
- ET (UTC-5)
- Office locations
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