CRD: 162066
Shadowridge Asset Management, LLC
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- Custodian
- Altruist · Axos · Fidelity/NFS · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-04-2012
- Office Locations
- 2
Office Locations
About Shadowridge Asset Management, LLC
Shadowridge Asset Management is a fee-only fiduciary RIA providing tactical, risk-managed portfolio management and integrated financial planning for individuals and families nationwide, often nearing or in retirement. The team uses data-driven research and technical analysis to adjust exposure and manage drawdowns across market cycles, pairing investment oversight with retirement, tax, cash-flow, and insurance planning and clear client education.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN CHARLES REDFERN
Chief Compliance Officer, Managing Member
- CRD
- #4169279
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID HARDING FEATHERSTON
Investment Advisor Representative
- CRD
- #6171230
WILLIAM THOMAS HEPBURN
Certified Financial Planner
- CRD
- #1444970
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,695,977 | $145,628 |
| Non-Discretionary | $0 | -- |
| Total | $126,695,977 | $145,628 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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