RIA Intel›Advisers›Texas›RIDGEBACK FINANCIAL LLC

RIDGEBACK FINANCIAL LLC

Advisory

CLEAR LAKE SHORES, TX

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

Rank in TX

#1,996

of 2,813 advisers by AUM

Average account

$212K

across 137 accounts

AUM per adviser

$29M

1 advisers

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

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

62 clients

10 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

CHALK CREEK PARTNERS, LLC

$29M

CREWS CAPITAL MANAGEMENT, LP

$29M

CAMPBELL HENDERSON & CO

DALLAS, TX

$29M

+5.0% 1Y

PORTICO FINANCIAL GROUP, LLC

$29M

APEX WEALTH MANAGEMENT, LLC

$29M

YOUR RICHEST LIFE, LLC

PLANO, TX

$29M

Get the full picture on RIDGEBACK FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RIDGEBACK FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans