RYDAR EQUITIES, INC.
SEC RegisteredTrust & Financial Confidence.
About the firm
Rydar Equities, Inc. is a Registered Investment Advisor (RIA) established in 2009 with the primary goal of helping families and business owners achieve their financial goals through improved investing strategies. The firm uses trusted third-party custodians to hold client investments and provides customized financial planning and investment management services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, and customized advisory services including organizing financial lives, building structured financial plans, and helping clients execute those plans. The firm also maintains a subspecialty with individuals and families in the oil and gas business, helping them diversify risk.
Who they serve
Busy individuals, small business owners, doctors, widows and divorcees managing finances for the first time, and individuals and families in the oil and gas business.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 85 | $65M |
| High Net Worth Individuals | 57 | $132M |
142 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,500,000 | 0.80% |
| Next $2,500,000 | 0.75% |
| Next $10,000,000 | 0.50% |
| Above $15,000,000 | 0.40% |
Data as of March 13, 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. RYDAR EQUITIES, INC. 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched