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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-02-2017
- Office Locations
- 1
Office Locations
About Springdale Advisors
Springdale Capital LLC is an SEC-registered RIA serving a select group of high-net-worth individuals and institutions. The firm focuses on preserving and growing client wealth through prudent, tax-aware asset allocation designed to minimize transaction costs and keep fees low. Its investment approach is valuation-driven, emphasizing purchase price and risk/reward across assets. Client portfolios are custodied at Charles Schwab.
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Owner & Executives
Michael Joseph Rudolph
Financial Advisor, Managing Member
- CRD
- #6762925
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,872,315 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,872,315 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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