Rittmann Capital Management Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rittmann Capital Management Co. provides discretionary asset management and related financial planning services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm documents client goals, time horizons, and risk tolerance to create tailored investment strategies and accepts written client-imposed restrictions that may limit engagement.
The firm’s investment process combines fundamental, technical, and charting analysis and employs a range of instruments including equities, mutual funds, ETFs and derivative strategies (options, margin, short sales, and leverage), with risks disclosed to clients. Accounts are actively managed on a discretionary basis with at least annual reviews and attention to rebalancing and tax-loss harvesting opportunities.
Compared with many peers, Rittmann manages a relatively large pool of assets across a limited number of client relationships and explicitly includes high-net-worth clients and pooled vehicles among its client types, suggesting a focus on larger accounts. The firm does not participate in wrap programs, does not receive soft-dollar or outside compensation, uses a breakpoint fee approach that applies a single management rate across an account, and recently transitioned from state to SEC registration — operational features that may affect custody, execution, and reporting arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% Over $1,000,000+: 1.00%
Account minimum: $50,000
Main office
1660 School Street, Suite 106 B
Moraga CA 94556
Advisors at this office
1
Most active in
California · 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:
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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.
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