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Ridge Capital Advisors, LLC

% of assets managed in Oro Valley, AZ

State registeredNo commissions reported

Call (520) 544-7607Send a messageMap ↗

Public-record details

Address
10371 N. Oracle Rd., Suite 102, Oro Valley, AZ 85737
Phone
(520) 544-7607
Listed under
% of assets managed, Retirement plan consulting
CRD number
283756
Registration
State registered: AZ, CA, MD
Compensation (Form ADV 5.E)
Percentage of assets under management; Other (Percentage of Assets Under Advice)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management
$4.5 million
Accounts managed
34
Clients reported (Form ADV 5.D)
27
Individual / high-net-worth clients
19 / 8
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-23

State registered (AZ, CA, MD) investment adviser, CRD 283756, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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