A complete list of active advisors currently associated with RDG Capital Management LLC

Warmer can help you find a great advisor at RDG Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at RDG Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.