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 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
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 1
Collin Adams
Chief Operating OfficerCRD 6093012
Contacts
2 of 2
Scott 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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