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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-26-1990
- Office Locations
- 1
Office Locations
About Ridge Creek Global, Inc.
Ridge Creek Global is a fiduciary advisory and consulting firm serving families and institutions with customized portfolio management and multigenerational wealth guidance. The team brings decades of oil, gas, and alternative energy experience, translating energy-transition themes into investment strategy, supported by ongoing research on global trends and country policy shifts tied to energy transition and AI. It also helps businesses connect to key markets for international expansion.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KATHLEEN K. CHAPMAN
Chief Executive Officer, Director
- CRD
- #4352129
- Ownership
- 75% or more
Alexander Stuart Chapman
Analyst, President
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,427,850 | $4,620,977 |
| Non-Discretionary | $28,349,501 | $14,174,751 |
| Total | $254,777,351 | $4,995,634 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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