Overview

Headquarters
John Creek, GA
Total Firm Assets
$186 million
Average High-Net-Worth Client Portfolio Size
$2.0 million

Fee Disclosure

Source: RIDGE CAPITAL MANAGEMENT LLC - FORM ADV PART 2A - MAY 26, 2026 (2026-05-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.75%
$250,001 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 $2,500,000 1.00%
$2,500,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $14,375 1.44%
$5 million Negotiable Negotiable
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
73.24%
Number of High-Net-Worth Clients
68
Total Client Accounts
443
Discretionary Accounts
443

Services Offered

Services: Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
127200
  • RIDGE CAPITAL MANAGEMENT LLC - FORM ADV PART 2A - MAY 26, 2026 (2026-05-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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