Ridge Capital Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 283756
· Oro Valley, AZ
· WWW.RIDGECAPADVISORS.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $4.5M
- Discretionary
- $4.5M
- Clients
- 27
- Avg AUM / client
- $167K
- Accounts
- 34
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $2.6M | 58.1% |
| High net worth individuals | 8 | $1.9M | 41.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly Ralph Kleinsasser | Registered representative | Chartered Financial Consultant | Jan 2017 (10y) | |
| Conner Frederick Kleinsasser | Registered representative | Nov 2020 (6y) | ||
| Breckin Clarke Kleinsasser | Registered representative | Feb 2025 (2y) | ||
| Mario Antonio Rodriguez | Registered representative | Jan 2026 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.26 MB | 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
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVICE
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Interactive Brokers $2.8M (61% of AUM) Mar 2026
- American Funds Service Company $1.7M (39% of AUM) Mar 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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗