RDG CAPITAL MANAGEMENT LLC
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
- 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
FINTRXOverview
RDG Capital Management LLC is an independent, owner-operated RIA structured as a limited liability company and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional accounts, operating on a percentage-of-AUM fee model. Its advisory services focus on financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not serve as a pension consultant or capital allocator. RDG is affiliated as an investment adviser and reports no related-adviser arrangements in the provided filing.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1AMY RYAN
Vice President, Chief Compliance OfficerCRD 3171415
Contacts
2 of 2Kate Kenney
Managing PartnerCRD 7855260
WHITNEY Baniewicz
PartnerCRD 5480153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PITTSFORD, NY
MONROE
Location
PITTSFORD, NY
Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 20 Office Park Way
- Time zone
- ET (UTC-5)
- Office locations
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