Ridgeline Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,957,885
Clients
44
32% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
44
HighAverage account size
$1,339,952
About
The firm provides discretionary asset management to individuals, high-net-worth individuals, and trusts, tailoring services to client goals, time horizons, and risk tolerance. It manages roughly $59 million across about 44 clients and does not require a minimum to open an account.
The investment process combines fundamental, technical, and quantitative analysis to construct growth-oriented models and long-term positions, with tactical elements such as covered-call option strategies and limited use of leveraged, inverse, or volatility ETFs for short-term hedging. Portfolios are customized and may include client-imposed written restrictions (for example, socially conscious investment screens), with ongoing monitoring and quarterly account reviews.
Noteworthy for a solo independent adviser is the relatively high assets-per-client level and the explicit use of options and quantitative models alongside traditional mutual funds and ETFs, practices that some similarly sized peers do not typically employ. The firm does not vote client proxies (clients receive and vote their own proxies), may utilize overlay managers on certain platform accounts, and relies on its sole advisor to perform account reviews and compliance oversight.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1% annually, may be negotiable based on criteria such as asset size and relationship
Main office location
Ridgeline Asset Management, LLC
Durango CO, United States
Number of offices
1
Most active in
Ridgeline Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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