CRD: 127200
Ridge Capital Management, LLC
$186.0M Total AUM
$186.0M Disc. AUM
8.9% 3Y CAGR
6 Employees
341 ADV. Clients
11 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-2015
- Office Locations
- 2
Office Locations
1725 Windward Concourse Suite 150 Alpharetta GA
6455 East Johns Crossing Suite 300 John Creek GA
About Ridge Capital Management, LLC
Ridge Capital Management provides financial planning and discretionary portfolio management for individuals and families, including entrepreneurs, building goal- and risk-based strategies through life transitions. Portfolios emphasize asset allocation using public funds and ETFs with fixed-income exposure. Custodies assets with Pershing and maintains a Columbus office.
Team overview
43 AVG AGE
$46.5M AVG AUM / ADVISOR
$545.5K AVG AUM / CLIENT
9.8 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SCOTT JOSEPH ADAMS
President, Registered Principal
- CRD
- #2567442
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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COLLIN SCOTT ADAMS
Chief Operating Officer
- CRD
- #6093012
Available
Available
Available
BRICE RANIER THOMPSON
Associate Advisor, Financial Advisor
- CRD
- #4089166
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,024,178 | $419,919 |
| Non-Discretionary | $0 | -- |
| Total | $186,024,178 | $419,919 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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