Ridge Capital Management, LLC

Ridge Capital Management, LLC is an SEC-registered investment advisor based in Georgia, established by Scott Adams. The firm offers wealth management services to individuals, high net worth individuals, trusts, corporations, and retirement plan sponsors. Services include portfolio manager selection, ongoing evaluation, financial planning, and active portfolio management. Clients can opt for discretionary or non-discretionary portfolio management, with a personalized investment strategy based on factors like risk tolerance and financial goals. Investments cover a range of products such as stocks, bonds, ETFs, mutual funds, and alternative investments. RCM may use independent third-party managers as sub-advisors, subject to a separate agreement. The firm also provides pension consulting services and recommendations for retirement account rollovers. The fee structure is tiered based on account size, with fees billed quarterly in arrears. RCM's fees are in addition to brokerage commissions and other costs incurred by clients. The firm emphasizes best execution in client transactions and does not charge performance-based fees. Clients are responsible for voting proxies for securities held in their portfolios. RCM has not been subject to disciplinary actions and maintains a Code of Ethics to ensure client interests are prioritized. The firm does not have financial conditions that would impair its ability to meet contractual commitments.