Erie, PA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Rigden Capital Strategies
Team
Firm-wide stats for Rigden Capital Strategies
About
Rigden Capital Strategies is a team advisory firm managing about $169 million for individuals, high‑net‑worth clients, trusts and retirement plans. The firm offers discretionary asset management, ERISA plan services (including 3(38) investment manager arrangements), and financial planning and consulting engagements.
The firm typically manages portfolios on a discretionary basis and may engage sub‑advisors or third‑party platforms to implement strategies. Its Form ADV describes use of a turnkey platform (AIM/Advyzon) including model marketplace access, tax‑overlay services, direct/personalized indexing and tax‑loss harvesting, and periodic account reviews to align portfolios with client objectives.
Noteworthy disclosures in the brochure include an affiliated tax consulting business (Rigden Tax Strategies) through which the firm may offer tax services for separate compensation, a relationship the firm acknowledges as a potential conflict of interest. The firm’s regulatory filings also indicate it advises insurance company clients — a client type that is relatively uncommon for peer team firms — alongside its retirement‑plan and individual client work.
Based on Rigden Capital Strategies
Expertise
Based on Rigden Capital Strategies
Location
2800 W 21st St., Suite 109
Erie PA 16506
Advisors at this office
1
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