RIDGE CAPITAL MANAGEMENT, LLC

5900 Windward Parkway
Suite 120
Alpharetta, Georgia 30005
Tel: 770-516-7747

About RIDGE CAPITAL MANAGEMENT, LLC

RIDGE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as RIDGE CAPITAL MANAGEMENT, LLC. The firm was established in 03/08/2022. They have over 2 offices throughout the country.

RIDGE CAPITAL MANAGEMENT, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $131,829,552 assets under management, offering retirement planning & investment advisory services to 269 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127200
SEC#	801-123375
Assets Managed by Firm	$131,829,552
No. of Clients	269
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	269	$131,829,552
Individuals (other than high net worth individuals)	214	$36,779,956
High net worth individuals	50	$91,907,700
Corporations or other businesses	5	$3,141,896

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ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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