Saddle River Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Saddle River Capital Management serves individual investors as well as other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients, providing portfolio management and comprehensive financial planning. The firm emphasizes ongoing planning work, including one-on-one reviews, recommended savings and retirement income strategies, and annual checkups.
SRCM constructs cost-efficient, globally allocated portfolios using Exchange Traded Funds and mutual funds, relying on a proprietary research model that combines fundamental and technical analysis; the brochure describes “sophisticated analysis that tests different strategies through many market scenarios.” Portfolios are generally rebalanced quarterly, and quarterly reports compare year-to-date returns to a comparable index selected with the client, reflecting the firm’s emphasis on modeled performance tracking.
The firm reports about $17.37 million in discretionary assets under management but promotes model-driven portfolio results and scenario testing, including hypothetical analyses and performance comparisons that are less common among supported peers. Additionally, one principal holds insurance licenses and provides insurance services to clients on request, creating an advisory-plus-insurance offering that is atypical for many small independent RIAs.
Client services
Expertise
Fee options
Fees are subject to negotiation, billed quarterly in advance, prorated for contributions and withdrawals.
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
Main office
Wyckoff NJ
Advisors at this office
2
Most active in
New Jersey · New York · Pennsylvania
Also doing business as
Saddle River Capital Management, LLC · Saddle River Capital Management, Llp · Wolfe Financial Planning, Llp
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.
Forms ADV
Advisors at this firm
Richard W
CFP®, Series 65
Wyckoff, NJ
Saddle River Capital Management, LLC
Richard Wolfe is a CFP® with 21 years of industry experience and has been with Saddle River Capital Management, LLC since 2003. He is based in Wyckoff, NJ, and holds a Series 65 license. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients by providing portfolio management and comprehensive financial planning. The firm uses a proprietary research model combining fundamental and technical analysis to construct cost-efficient, globally allocated portfolios primarily using ETFs and mutual funds, with an emphasis on ongoing planning and performance tracking through quarterly reviews and modeled scenario testing.
Douglas W
Series 63, Series 65
Wyckoff, NJ
Saddle River Capital Management, LLC
Douglas Wolfe is a financial advisor at Saddle River Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses. In addition to his advisory role, Wolfe provides insurance services to clients who request them. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients. The firm offers portfolio management and comprehensive financial planning, focusing on ongoing planning and regular reviews. Their investment approach uses cost-efficient, globally allocated portfolios constructed with ETFs and mutual funds, guided by a proprietary research model that combines fundamental and technical analysis.
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