RIDGEBROOKE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- COOKEVILLE, Tennessee
- CRD number
- 311117
- Website
- ridgebrooke.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.03%
- Individuals30.83%
- Corporations / Businesses0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ridgebrooke Capital Management LLC is an independent, owner-operated registered investment adviser that functions as a capital allocator for both individual/family clients and some institutional relationships. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model includes asset-based fees and fixed fees. Ridgebrooke reports an affiliation with an insurance company and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds61%
- Exchange Traded Equities38%
- Cash & Cash Equivalents1%
Contacts
2 of 2R. KIRBY
OwnerCRD 6010124
Kimberly Kirby
Client RelationsCRD 7302619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COOKEVILLE, TN
PUTNAM
Location
COOKEVILLE, TN
Headquartered in COOKEVILLE, TN, in the South of the United States.
- Region
- South
- County
- PUTNAM
- Address
- 5 S Jefferson Ave
- Time zone
- CT (UTC-6)
- Office locations
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