RidgeBrooke Capital Management LLC

Ralph Lehman is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is the sole advisor at RidgeBrooke Capital Management LLC, where he has worked since 2025. Prior to founding RidgeBrooke, he worked at USI Advisors for seven years, was an author for two years, and spent six years at Pinnacle Financial Partners. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies aligned with clients’ goals, reviewing accounts quarterly with rebalancing and tax-loss harvesting as appropriate.

R. Kirby is a financial advisor with RidgeBrooke Capital Management LLC, holding the ChFC® designation and Series 65 license, and has 14 years of industry experience. Prior to joining RidgeBrooke Capital Management in 2020, Kirby worked at Virtue Capital Management, LLC and Horter Investment Management. He serves on the Board of the International Foundation for Retirement Education. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach that includes fundamental, technical, charting, and cyclical analysis, and offers active management of fixed indexed annuities alongside traditional portfolio management.