RDG Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,454,231
Clients
46
Advisors
2
of 2 employees
About
RDG Capital Management LLC is a fee-only registered investment adviser that provides discretionary and non-discretionary portfolio management and standalone hourly financial planning to individuals, retirement plans, trusts, charitable organizations, and other entities. The firm works with a small client base and offers both ongoing investment management and separate financial planning engagements billed on an hourly basis.
The firm implements a core-and-satellite, index-focused approach that emphasizes broad diversification, tax efficiency, low costs, and periodic rebalancing, and it will incorporate individual securities or bond ladders when appropriate for tax or personal preferences. RDGCM delegates day-to-day discretionary trading to a subadviser under a formal subadvisory arrangement while retaining oversight and responsibility for client investment policy and monitoring.
RDGCM is notable among peers for its small, two-advisor structure combined with material outside-industry affiliations: it maintains a subadvisory relationship with a separate investment manager and principals have active accounting firm connections and relevant insurance licensing/exams. The firm also reports a mix of approximately $76.9 million in discretionary assets and $54.9 million in non-discretionary assets, and it accepts in-kind transfers and hybrid portfolios that blend individual securities with index funds.
Client services
Expertise
Fee options
0.85% annually
$250 to $500 per hour for financial planning services
Fee-only: Hourly fees for financial planning range from $250 to $500 per hour
Main office
20 Office Park Way, Suite 140
Pittsford NY 14534
Advisors at this office
2
Most active in
Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Whitney B
Series 65
Pittsford, NY
RDG Capital Management LLC
Whitney Baniewicz is an advisor at RDG Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining RDG Capital Management, Whitney worked for 14 years at RDG + Partners, CPA. RDG Capital Management LLC is a fee-only registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and other entities. The firm employs a core-and-satellite, index-focused investment approach emphasizing diversification, tax efficiency, low costs, and periodic rebalancing, and delegates day-to-day discretionary trading to a subadviser while retaining oversight.
Kate K
Series 65
Pittsford, NY
RDG Capital Management LLC
Kate Kenney is an advisor at RDG Capital Management LLC with a Series 65 designation. She has been in the industry since 2012, with prior experience at ProNexus LLC and Anderson Kenney Associates LLC before joining RDG Capital Management in 2023. RDG Capital Management LLC is a fee-only registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and other entities. The firm employs a core-and-satellite, index-focused investment approach emphasizing diversification, tax efficiency, and low costs, while delegating day-to-day trading to a subadviser under its oversight.
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