RYDAR EQUITIES, INC.

Overview

Rydar Equities, Inc. is a small, equity-focused wealth manager serving individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage services and charges clients a percentage-of-AUM fee. Its stated preference is for equity exposure, with a large portion of assets held in non‑exchange‑traded equities, and portfolios appear constructed primarily through separately managed accounts and mutual fund wrappers rather than broad passive ETF cores. Investment activity centers on direct equity allocations supplemented by third‑party vehicles in commodity and energy sectors. Rydar Equities is not positioned as a multi‑state or institutional pension consultant and does not present itself as an active ESG investor. The firm is owned by an individual and operates with a concentrated client base, which supports a hands‑on, relationship-driven advisory model rather than large-scale institutional distribution.

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