RIA Intel›Advisers›Arizona›RIDGE CAPITAL ADVISORS, LLC

RIDGE CAPITAL ADVISORS, LLC

Advisory

ORO VALLEY, AZ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$133K

across 34 accounts

AUM per adviser

$1M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$5M

Discretionary %

100%

Clients

27

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, MD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

DELPHI VALUE INVESTMENTS, LLC

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ADVICEANDTAXES.COM LLC

$4M

DISCOVERY INVESTMENT RESEARCH LLC

$5M

PK QUANTITATIVE INVESTING, LLC

$5M

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