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- Custodian
- ADP · Charles Schwab & Company · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-20-2024
- Office Locations
- 1
Office Locations
About RDG Capital Management LLC
RDG Capital Management is a Rochester, NY–based RIA providing private wealth management and corporate retirement plan consulting. The team delivers comprehensive planning and research-based, low-cost, tax-efficient portfolio strategies for individuals and business owners, and supports plan sponsors with benchmarking, investment selection, fiduciary oversight, and participant education. Clients can access accounts via Schwab Alliance; the firm is an affiliate of 1RDG.
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Owner & Executives
WHITNEY Lorene Baniewicz
Owner
- CRD
- #5480153
- Ownership
- 50% but less than 75%
Kate Sally Kenney
Chief Compliance Officer, Owner
- CRD
- #7855260
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,892,431 | $1,478,701 |
| Non-Discretionary | $54,892,914 | $1,407,511 |
| Total | $131,785,345 | $1,448,191 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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