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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2004
- Office Locations
- 1
Office Locations
About Rittmann Capital Management CO
Rittmann Capital Management is an independent RIA founded in 1987 providing personalized asset management for individuals, trusts/estates, and corporate retirement and profit-sharing plans. The firm runs equity and balanced mandates using fundamental research and long-term, tax-efficient, theme-driven stock selection focused on high-quality growth companies, with selective foreign exposure. Reported portfolios are primarily implemented with ETFs, custodied at Charles Schwab.
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Owner & Executives
MATTHEW SURRATT RITTMANN
Chief Compliance Officer, President
- CRD
- #4879185
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,436,898 | $624,723 |
| Non-Discretionary | $0 | -- |
| Total | $142,436,898 | $624,723 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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