Ridge Capital Advisors, LLC
% of assets managed in Oro Valley, AZ
State registeredNo commissions reported
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
Read the official record
- SEC IAPD summary for CRD 283756 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
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.