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
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 registered investment adviser that began SEC registration in 2024 and is organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. The firm does not identify as an active ESG investor, is not a multi‑state adviser, and is not positioned as a capital allocator.