Oro Valley, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ridge Capital Advisors, LLC
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About
Ridge Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm also facilitates referrals to third‑party investment advisers, offers ERISA fiduciary and non‑fiduciary plan services, and makes insurance products available as part of its service mix.
Investment programs are tailored through documented investment policy statements and overseen on a discretionary basis, with strategies informed by fundamental, technical and cyclical analysis and the use of independent managers when appropriate. The firm performs periodic reviews, communicates via custodian statements and occasional client reporting, and can act as a liaison between clients and TPIAs to monitor performance and consistency with client objectives.
Compared with many peers, Ridge Capital occasionally conducts educational seminars and workshops on topics such as retirement, estate and insurance planning and provides impersonal newsletters at no charge—services that are relatively uncommon among similar team firms. The firm also operates referral/solicitor arrangements that represent several million dollars managed by third‑party advisers and maintains an affiliation with an insurance brokerage that may lead to insurance recommendations; these operational relationships are disclosed in its brochure.
Based on Ridge Capital Advisors, LLC
Expertise
Based on Ridge Capital Advisors, LLC
Location
10371 N. Oracle Rd., Suite 102
Oro Valley AZ 85737
Advisors at this office
3
Advisors at this office
Kelly K
ChFC®, Series 63
Oro Valley, AZ
Ridge Capital Advisors, LLC
Kelly Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with 17 years of industry experience. She holds the ChFC® designation and Series 63 license. In addition to her advisory role, Kleinsasser is a partner and officer at Forward Strategies Insurance Brokerage, where she focuses on marketing life insurance and fixed annuities to agents nationwide. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored plans. The firm employs a mix of fundamental, technical, and cyclical analysis, and offers ERISA retirement-plan services as well as educational seminars and workshops.
Conner K
Series 65
Oro Valley, AZ
Ridge Capital Advisors, LLC
Conner Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Ridge Capital Advisors since 2020. In addition to his advisory role, he owns and operates CK Design, a web design business. Ridge Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs investment strategies informed by fundamental, technical, and cyclical analysis and offers educational seminars, workshops, and referral services as part of its client offerings.
Breckin K
Series 65
Oro Valley, AZ
Ridge Capital Advisors, LLC
Breckin Kleinsasser is a financial advisor at Ridge Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Ridge Capital Advisors since 2025. Kleinsasser is also involved as a sales manager in insurance agent recruiting and development at Forward Strategies Insurance Brokerage. Ridge Capital Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth households, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis in managing portfolios and offers ERISA retirement-plan services alongside educational seminars and newsletters.
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