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 provides fee‑only investment advisory services and standalone hourly financial planning to individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages portfolios on both a discretionary and non‑discretionary basis and does not accept commissions or referral fees.
The firm pursues broadly diversified, tax‑aware, index‑based portfolios using a core‑and‑satellite approach, rebalancing to maintain client‑specific asset allocations and incorporating individual bonds or securities when appropriate for tax or client preference reasons. Day‑to‑day discretionary management is implemented through a sub‑advisory relationship while RDGCM retains fiduciary oversight and sets each client’s investment policy.
Compared with peers, RDGCM is distinctive for its explicit affiliations: it operates with a subadvisory arrangement, and its principals have active accounting backgrounds and related professional activities that support coordination on tax and planning matters. The firm also offers financial planning as a separable hourly service and commonly accommodates in‑kind transfers and client‑directed holdings when selling would create adverse tax consequences.
Client services
Expertise
Fee options
0.85% annually
$250 to $500 per hour for financial planning services
Fee-only: Financial planning services at $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 a financial 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 RDG + Partners, CPA for 14 years. RDG Capital Management LLC provides fee-only investment advisory services and standalone hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses broadly diversified, tax-aware, index-based portfolios with a core-and-satellite approach and retains fiduciary oversight while implementing day-to-day management through a sub-advisory relationship.
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 worked in the financial industry since 2012, including roles at ProNexus LLC and Anderson Kenney Associates LLC. Kenney has been with RDG Capital Management since 2023. RDG Capital Management LLC offers fee-only investment advisory services and hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tax-aware, index-based approach with core-and-satellite portfolios, managing accounts both discretionarily and non-discretionarily while maintaining fiduciary oversight.
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