CRD: 283756
Ridge Capital Advisors, LLC
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- Custodian
- American Funds ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2017
- Office Locations
- 2
Office Locations
About Ridge Capital Advisors, LLC
Ridge Capital Advisors, LLC is an Arizona-based RIA providing financial planning and discretionary portfolio management, including risk-based model trading, retirement and estate planning, and insurance planning integration. The firm emphasizes understandable, low-cost portfolio models and active monitoring with online account access and as-needed reviews. Accounts are custodied through Interactive Brokers and onboarding uses an online Riskalyze risk score.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KELLY RALPH KLEINSASSER
Chief Compliance Officer, Owner, President
- CRD
- #2127783
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Breckin Clarke Kleinsasser
--
- CRD
- #8041152
Conner Frederick Kleinsasser
Account Manager
- CRD
- #7302675
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,512,054 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,512,054 | -- |
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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 |
| Total | Available | Available |
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