RITTMANN CAPITAL MANAGEMENT CO

RIASEC RegisteredEst. 2026
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$625K
Accounts
228
Employees
1
Advisory reps
1

Firm details

Headquarters
MORAGA, California
CRD number
108762
Registered since
January 12, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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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: Exchange Traded Equities 85%, US Government Bonds 5%, State & Local Bonds 5%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • US Government Bonds5%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • MATTHEW RITTMANN

    PresidentCRD 4879185

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth