R
$119.0M Total AUM
$109.4M Disc. AUM
-- 3Y CAGR
11 Employees
206 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-2025
- Office Locations
- 1
Office Locations
8310 S Valley Highway Suite 480 Englewood CO
About Ridgegate Advisors, LLC
Ridgegate Advisors, LLC is a Englewood-based RIA. The firm has been operating for 1 years. Managing $119.0M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$577.5K AVG AUM / CLIENT
0.9 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
George Wallace Smith
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4844156
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Coleman Anthony Benson
Financial Planner
- CRD
- #6946354
Available
Available
Available
C
Christopher Glenn Rogers
--
- CRD
- #4453653
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,447,456 | $212,933 |
| Non-Discretionary | $9,517,170 | $432,599 |
| Total | $118,964,626 | $221,949 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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