Ridge Capital Management, Llc
- Regulatory AUM
- $186M
- Discretionary
- $186M
- Clients
- 340
- Avg AUM / client
- $547K
- Accounts
- 443
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 267 | $45.4M | 24.4% |
| High net worth individuals | 68 | $136M | 73.2% |
| Corporations and other businesses | 5 | $4.4M | 2.35% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Local 734 Pension Fund Trustees Of The Local 734 Pension Fund | Chicago, IL | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Joseph Adams | President/Chief Compliance Officer | Aug 2003 (23y) | 75% or more | |
| Collin Scott Adams | Registered representative | Jun 2016 (10y) | ||
| Brice Ranier Thompson | Registered representative | May 2018 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Local 734 Pension Fund | Trustees Of The Local 734 Pension Fund | 945 | $95.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $186M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗