Ridgebrooke Capital Management LLC

RIASEC Registered
Total AUM
$76.2M
Discretionary
$74.2M
97% of AUM
Avg account
$175K
Accounts
436
Employees
3
Advisory reps
4

Firm details

Headquarters
Cookeville, Tennessee
CRD number
311117
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI69.03%
  • Individuals30.83%
  • Corporations / Businesses0.14%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ridgebrooke Capital Management LLC is an independent registered investment adviser organized as a limited liability company with individual ownership. The firm acts as a capital allocator serving a mix of individual and family clients as well as institutional accounts. Core advisory functions include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Ridgebrooke charges both percentage-of-AUM and fixed fees and maintains an affiliation with an insurance company. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 38%, Cash & Cash Equivalents 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • R. Kirby

    R. Kirby

    OwnerCRD 6010124

  • Richard Hofmann-Warner

    Richard Hofmann-Warner

    Financial AdvisorCRD 7549404

  • Dominic Emord

    Dominic Emord

    Investment Advisor RepresentativeCRD 8295354

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cookeville, TN

Putnam

Location

Cookeville, TN

Headquartered in Cookeville, TN, in the South of the United States.

Region
South
County
Putnam
Address
5 S Jefferson Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth