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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-06-2025
- Office Locations
- 4
Office Locations
About Rigden Capital Strategies
Rigden Capital Strategies is an independent, fee-only fiduciary providing comprehensive wealth planning and investment management. The firm serves individuals and families, business owners, real estate professionals, and corporate executives with retirement, tax, estate, insurance, and cash-flow planning plus dynamic, tactically managed portfolios that blend passive and active approaches. Offers specialized real estate planning, including 1031/721 exchanges, DSTs, and Qualified Opportunity Zone strategies.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSHUA AUSTIN RIGDEN
Chief Compliance Officer, Managing Member
- CRD
- #5588631
- Ownership
- 50% but less than 75%
CHRISTIAN JOSEPH WEST
Managing Member
- CRD
- #4986685
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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NEIL JAMES CONNOLLY
Wealth Advisor
- CRD
- #3051216
Jared Scott Crawford
Wealth Advisor
- CRD
- #7209551
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,879,166 | $177,581 |
| Non-Discretionary | $0 | -- |
| Total | $168,879,166 | $177,581 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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