RDG Capital Management LLC
SEC RegisteredLeaders in Business, Experts in Wealth.
About the firm
RDG Capital Management brings together experienced professionals across financial disciplines to align every decision with clients' unique goals. Their collaborative, client-focused approach is designed to help clients navigate complexity with clarity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private Wealth Management (personalized wealth management, comprehensive planning, low-cost investment strategies, tax efficiency) and Corporate Retirement Solutions (plan benchmarking, investment selection, fiduciary oversight, employee education, compliance support).
Who they serve
Individuals seeking private wealth management and plan sponsors seeking corporate retirement solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 25 | $13M |
| High Net Worth Individuals | 21 | $59M |
| Charitable Organizations | 39 | $55M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RDG Capital Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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