Riddick & Co Entrepreneurial Finance, LLC

Overview

Riddick & Co Entrepreneurial Finance, LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm operates primarily as a fee-for-service advisory practice, blending portfolio management with financial planning and educational workshops. Investment activity is centered on equity exposure—both exchange-traded equities and equity-oriented strategies—with the firm acting as a capital allocator that places client capital into third‑party alternative managers when appropriate. The adviser provides portfolio management for individuals and small businesses and offers selection of other advisers and pension consulting as part of its service mix. Fee arrangements include a percentage-of-assets model supplemented by hourly and fixed-fee engagements, allowing flexibility for discrete planning projects or ongoing asset management. Riddick & Co does not position itself as an active ESG investor.

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Location & Offices