Capridge Advisors

Overview

Capridge Advisors is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm is owner-operated and manages client relationships primarily on a discretionary basis, favoring straightforward equity-oriented portfolios supplemented by select third‑party alternative allocations. The firm charges clients via a combination of percentage-of-AUM fees, hourly fees and fixed fees, and it positions itself as a hands-on adviser for a concentrated client base rather than a large institutional allocator. Capridge Advisors is not an active ESG investor, does not identify as a multi-state adviser, and does not provide pension consulting or operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices