RDG Capital Management LLC

RIASEC RegisteredEst. 2024

Total AUM

$132M

Discretionary

$76.9M

58% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pittsford, New York
CRD number: 329749
Registered since: February 20, 2024
Website: rdgcapitalmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION, ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI44.67%
Pension & Profit Sharing Plans41.65%
Individuals9.55%
Corporations / Businesses4.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

RDG Capital Management LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (2024) and serves both individual and family clients as well as institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients. RDG charges fees based on a percentage of assets under management and also offers hourly billing. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension-consulting specialist.