Ridgegate Advisors, LLC logo

Ridgegate Advisors, LLC

Updated today

Client AUM

$118,134,100

Clients

199

Advisors

7

of 11 employees

About

Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm typically manages client accounts under a limited power of attorney and uses AE Wealth Management’s technology platform to support account setup, reporting, and operational workflows.

Ridgegate combines fundamental, technical, and cyclical analysis and employs both long- and short-term trading strategies, with portfolio decisions based on client objectives, risk tolerance, and time horizon. The firm may recommend alternative investments — including DSTs, private equity, real estate limited partnerships and other private offerings — but requires client approval for such investments and conducts documented due diligence before making recommendations.

Distinctive features include affiliations with Ridgegate Tax (a tax and accounting firm) and Ridgegate Insurance, and representatives who are also registered representatives of Emerson Equity, creating potential commission and referral relationships that the firm discloses and addresses in its policies. The ADV also notes a recent material change reflecting updated assets under management, and Ridgegate requires custody at major custodians (Schwab/Fidelity) while leveraging AEWM’s systems for client service and reporting.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning fees begin at $1250; initial deposit is greater of half the planning fee or $1,000; remainder due upon delivery of plan.

Project-based

Financial planning termination fee charged at $250 per hour if services are terminated before completion.

Other

Account minimum: $500,000

Main office

8310 S Valley Highway, Suite 480

Englewood CO 80112

Advisors at this office

7

Most active in

California · Colorado · Texas

Also doing business as

Impact 1031 · Ridgegate Advisors, LLC · Ridgegate Financial, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

George S

Series 65

Englewood, CO

Ridgegate Advisors, LLC

George Smith IV is a financial advisor at Ridgegate Advisors, LLC in Englewood, Colorado, holding a Series 65 designation. He has been with Ridgegate Financial since 2016. Ridgegate Advisors provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis while employing both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Christopher R

Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

Christopher Rogers is a financial advisor with Ridgegate Advisors, LLC in Englewood, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Ridgegate Alternatives, Emerson Equity LLC, AE Wealth Management, and Jackson National Life Distributors. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, often serving clients with a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies under discretionary authority.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Coleman B

CFP®, Series 65, Series 63

Englewood, CO

Ridgegate Advisors, LLC

Coleman Benson is a CFP® with eight years of experience in the financial services industry. He is currently with Ridgegate Advisors, LLC and has previously worked with AE Wealth Management, LLC and Emerson Equity LLC. His background includes roles in investment advisory, securities sales, and insurance. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm integrates fundamental, technical, and cyclical analysis and employs both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Alexander S

Series 66

Englewood, CO

Ridgegate Advisors, LLC

Alexander Staverosky is a Series 66 licensed advisor with six years of industry experience. He is currently with Ridgegate Advisors, LLC and has prior experience at AE Wealth Management, LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank. Outside of his advisory role, Staverosky has worked in real estate brokerage and previously held positions with Lululemon and CubsQ BBQ. Ridgegate Advisors LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis, offering both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

George S

ChFC®, Series 65, Series 63

Englewood, CO

Ridgegate Advisors, LLC

George Smith is a financial advisor with Ridgegate Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, and has 20 years of industry experience. He has worked at Ridgegate Advisors since 2008 and is also involved in managing Ridgegate Tax, LLC and Gibborim Media, a marketing services firm. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers alternative investments subject to client approval and due diligence.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

William S

CFP®, Series 63, Series 65

Englewood, CO

Ridgegate Advisors, LLC

William Sneckner Jr. is a CFP® professional with seven years of industry experience. He is currently with Ridgegate Advisors, LLC and has held roles at Ridgegate Alternatives, AE Wealth Management, and Emerson Equity. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm adopts a multi-strategy approach combining fundamental, technical, and cyclical analysis and offers both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

David S

Series 65

Englewood, CO

Ridgegate Advisors, LLC

David Swenson is a financial advisor at Ridgegate Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management, Swenson Wealth Advisors, and Spire Investment Partners. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors, LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies tailored to client goals and risk tolerance.

Private / alternative investments Real estate investing Cash flow / budgeting College savings (529s, UTMA, etc.)
View complete list of advisors at this firm
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