RITTMANN CAPITAL MANAGEMENT CO
Firm details
- Headquarters
- MORAGA, California
- CRD number
- 108762
- Registered since
- January 12, 2026
- Website
- rittmanncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rittmann Capital Management Co. is a fee-based advisor focused on portfolio management for individuals and small businesses, with a client base that includes families. The firm runs fully discretionary mandates and charges a percentage-of-AUM fee. Investment activity centers on equity-first allocation decisions: the firm shows a pronounced preference for exchange-traded equities as the primary building block for client portfolios, supplemented by mutual funds and targeted fixed-income exposure where appropriate. Rittmann Capital Management Co. does not position itself as an ESG-driven allocator. Portfolios appear designed for taxable and retirement clients who prefer delegated portfolio management rather than consultative pension work or multi-state institutional mandates. The adviser is individually owned, uses a concentrated custodial relationship, and pursues traditional equity exposures as the core of client accounts while layering alternative sleeves for diversification and return enhancement.
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
- Exchange Traded Equities85%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1MATTHEW RITTMANN
PresidentCRD 4879185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MORAGA, CA
CONTRA COSTA
Location
MORAGA, CA
Headquartered in MORAGA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1660 School St
- Time zone
- PT (UTC-8)
- Office locations
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