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 and financial planning services to individuals (including high‑net‑worth clients), trusts, employer‑sponsored retirement plans and other entities, managing roughly $131.8 million in client assets as of December 31, 2025 (about $76.9 million discretionary and $54.9 million non‑discretionary). Services include customized portfolio construction, tax-aware planning, ongoing rebalancing, and periodic performance and holdings reports. The firm follows a long‑term, buy‑and‑hold, core‑and‑satellite approach that emphasizes broad diversification, low‑cost index and factor‑based funds, and tax efficiency, while accommodating client‑directed holdings and selective use of individual bonds when appropriate. Day‑to‑day portfolio management is performed under a formal sub‑advisory relationship with Armbruster Capital Management, with RDGCM retaining responsibility for client IPSs, oversight, and client communication. RDGCM’s structure is notable for its combined advisory and financial/accounting expertise: the principals bring CPA and accounting‑firm backgrounds and have had prior ownership interests in accounting and insurance‑related entities (some of which have been divested), and the firm discloses an explicit affiliation with another investment adviser rather than managing all functions internally. The firm operates on a fee‑only basis, provides financial planning at no additional charge, and requires custody through a major broker‑dealer, which frames how it coordinates investment implementation, tax considerations, and custody for clients.
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.
Name |
Location |
Years of experience |
|---|---|---|
Pittsford, NY
| —
| |
Pittsford, NY
| —
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Pittsford, NY
| 2
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