Rydar Equities, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rydar Equities, Inc. provides discretionary asset management and financial planning primarily to individual and high‑net‑worth clients, managing roughly $197 million in discretionary assets across two advisors and about 142 client relationships. Like many firms in this category, it structures ongoing advisory relationships around tailored portfolios and periodic rebalancing and typically charges fees based on assets under management, with a negotiable $100,000 account minimum.
The firm’s investment process is active and individualized: it combines fundamental, technical, and cyclical analysis to construct and monitor portfolios and communicates with clients on a quarterly basis. Implementation can include mutual funds and ETFs as well as more actively traded instruments and techniques such as option strategies, short sales, and margin transactions.
What distinguishes Rydar Equities from many peers is the combination of a small, supported advisory team offering complex trading strategies while its investment adviser representatives also recommend and sell life, disability, health, and long‑term care insurance for commission income—a relationship the brochure discloses as a potential conflict of interest. The firm also documents the use of standing letters of authorization for third‑party distributions (which can create constructive custody) and explicitly discloses the risks of derivatives and leverage, a mix of features that is statistically uncommon for firms of this size.
Client services
Expertise
Fee options
Flat fees can be negotiated but may not exceed the tiered fee schedule.
$0 - $1,000,000: 1.0% $1,000,001 - $2,500,000: 0.8% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.5% $15,000,001+: 0.4%
IARs receive commissions from selling insurance products in addition to advisory fees.
Account minimum: $100,000
Main office
3851 Fort Worth Hwy
Weatherford TX 76087
Advisors at this office
2
Most active in
Texas
Also doing business as
Peckham, Gary Ryan · Rydar Equities · Rydar Equities, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
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