Ridge Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$181,654,086
Clients
335
Advisors
3
across 2 offices
About
Ridge Capital Management provides wealth management and financial planning services to individuals (including high-net-worth clients), trusts, estates, corporations, and retirement plan sponsors. Services include discretionary and non-discretionary portfolio management, financial and estate planning coordination (including an online document platform for simple estates), pension consulting, and assistance selecting or monitoring third‑party managers.
The firm builds client strategies around stated goals and risk tolerances using asset allocation, diversification, rebalancing, and both fundamental and technical analysis, investing across U.S. and international equities, fixed income, ETFs, mutual funds, and alternative investments. RCM may recommend the use of margin, options, or borrowing in managed accounts when appropriate and will monitor sub‑advisors and third‑party managers it selects.
RCM’s advisors also operate as registered representatives of a broker‑dealer and as licensed insurance agents, offering commission‑based brokerage and insurance products in addition to advisory services; these arrangements and a transition-related forgivable loan from their broker‑dealer platform are disclosed as potential conflicts and are managed through policies and client disclosures. The firm’s integration with the broker‑dealer and custody platform provides access to institutional services and reporting, while preserving client choice of custodian subject to operational due diligence.
Client services
Expertise
Fee options
Clients typically charged a fixed fee for financial planning and estate planning coordination services; amount depends on scope and complexity.
$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $999,999: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,001+: Negotiable
Advisors receive commissions for brokerage and insurance product sales; clients are not charged advisory fees on commission-based brokerage accounts.
Minimum hourly fee is $500 or as negotiated.
Main office
See office6455 East Johns Crossing, Suite 300
John Creek GA 30097
Advisors at this office
1
Offices (2)
Most active in
Alabama · Florida · Georgia · Illinois · Louisiana · Michigan · New Jersey · Texas
Also doing business as
Ridge Capital Management · Ridge Capital Management, LLC · S.J. Adams & Co. LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Brice T
Series 63, Series 66
Alpharetta, GA
Ridge Capital Management, LLC
Brice Thompson is a financial advisor at Ridge Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cetera and First Allied Securities. Outside of his advisory role, he is involved with Eleven Eleven Homes, LLC. Ridge Capital Management provides wealth management and financial planning to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning coordination, pension consulting, and third-party manager oversight, employing a diversified investment approach across various asset classes.
Collin A
Series 63, Series 65
John Creek, GA
Ridge Capital Management, LLC
Collin Adams is a financial advisor at Ridge Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and First Allied Securities, Inc. prior to his current role. Ridge Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors. The firm manages approximately $167.1 million in discretionary assets and offers wealth management, financial planning, portfolio management, and pension consulting services through a team of four advisors.
Scott A
Series 63, Series 65
Alpharetta, GA
Ridge Capital Management, LLC
Scott Adams is a financial advisor with Ridge Capital Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Adams is also involved with Capital Asset Monitoring, LLC as a consultant. Ridge Capital Management provides wealth management and financial planning services to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs diversified investment strategies based on client goals and risk tolerances, offering portfolio management, financial and estate planning coordination, and pension consulting.
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