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 registered investment adviser organized as a limited liability company with individual ownership. The firm acts as a capital allocator serving a mix of individual and family clients as well as institutional accounts. Core advisory functions include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Ridgebrooke charges both percentage-of-AUM and fixed fees and maintains an affiliation with an insurance company. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 4
R. Kirby
OwnerCRD 6010124

Richard Hofmann-Warner
Financial AdvisorCRD 7549404

Dominic Emord
Investment Advisor RepresentativeCRD 8295354
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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