RIDGE CAPITAL ADVISORS, LLC

Overview

Ridge Capital Advisors, LLC is a small, privately owned investment advisory firm that focuses on serving individual and family clients. The firm delivers discretionary portfolio management for individuals and small businesses, provides pension consulting services and runs educational seminars and workshops. Its fee model includes a percentage-of-assets charge alongside other fee arrangements, reflecting a mix of AUM-based managed accounts and non-standard engagements. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, supplemented by direct brokerage positions and select alternative exposures. Ridge Capital Advisors is not positioned as an active ESG investor, and its regulatory profile is that of an individually owned LLC providing traditional advisory services rather than acting as a capital allocator or a registered multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices