Ridgeline Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
1% annually, may be negotiable based on criteria such as asset size and relationship
Main office
Durango CO
Advisors at this office
1
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not 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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")