Rydar Equities, Inc.
Firm details
- Headquarters
- Weatherford, Texas
- CRD number
- 154086
- Registered since
- June 13, 2024
- Website
- www.rydarequities.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.07%
- Individuals32.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rydar Equities, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-AUM basis. In addition to advisory work, Rydar Equities operates as an insurance broker. Its clientele is composed primarily of individual and family investors. The firm does not identify as an active ESG investor, does not serve as a pension consultant, and is not designated as a capital allocator.
Assets & Accounts
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
- Non-Exchange Traded Equities70%
- US Government Bonds20%
- Exchange Traded Equities10%
Contacts
2 of 2
Gary Peckham
PresidentCRD 4909650
Cameron Rompal
Business Development LeaderCRD 7386399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Weatherford, TX
Parker
Location
Weatherford, TX
Headquartered in Weatherford, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Parker
- Address
- 3851 Fort Worth Hwy
- Time zone
- CT (UTC-6)
- Office locations
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