Ridgeback Capital Management
SEC RegisteredYour Guide To Peak Financial Performance
About the firm
Ridgeback Capital Management is a Texas-based independent personal financial planning and investment management firm. As a Registered Investment Advisor, they accept a fiduciary duty to act in clients' best interest and provide proactive, objective advice. Their mission is to earn client trust by helping them achieve financial goals and reach their maximum wealth potential.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal financial planning and investment management, including wealth accumulation strategies, retirement distribution planning, cash flow management, and customizable comprehensive financial solutions.
Who they serve
Individuals and families seeking financial planning and investment management guidance, including those navigating life transitions, retirement planning, and wealth accumulation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 41 | $7.7M |
| High Net Worth Individuals | 72 | $164M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 30, 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. Ridgeback Capital Management 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched