Ridge Capital Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$186M
Discretionary
$186M
100% of AUM
Avg account
$420K
Accounts
443
Employees
6
Advisory reps
3

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

FINTRX

Overview

Ridge Capital Management, LLC is an independent, individually owned registered investment adviser that first registered with the SEC in 2022. The firm advises both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its stated advisory activities focus on portfolio management for individuals and small businesses and include pension consulting services listed in regulatory filings. Ridge Capital also maintains business relationships as a registered representative of a broker-dealer and as an insurance broker. The firm does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 30%, Cash & Cash Equivalents 18%, Investment Grade Corp Bonds 4%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents18%
  • Investment Grade Corp Bonds4%

Owners & executives

1 of 1
  • Collin Adams

    Collin Adams

    Chief Operating OfficerCRD 6093012

Contacts

2 of 2
  • Scott Adams

    Scott Adams

    President, Registered PrincipalCRD 2567442

  • Brice Thompson

    Brice Thompson

    Financial AdvisorCRD 4089166

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth