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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2020
- Office Locations
- 2
Office Locations
About Ridgebrooke Capital Management LLC
Ridgebrooke Capital Management LLC is a Tennessee-based RIA focused on comprehensive retirement and forward-looking tax planning for business owners, professionals, and clients nearing or in retirement. The firm builds retirement income and “safe money” strategies, coordinates 401(k)/IRA and Medicare decisions, and adjusts plans as life changes. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kimberly Kirby
--
- CRD
- --
- Ownership
- 50% but less than 75%
R. Alan KIRBY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6010124
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Dominic Steven Emord
--
- CRD
- #8295354
Richard Augustus Hofmann-Warner
--
- CRD
- #7549404
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,198,900 | -- |
| Non-Discretionary | $2,015,841 | -- |
| Total | $76,214,741 | -- |
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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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