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RIDGE CAPITAL MANAGEMENT, LLC

JOHN CREEK, GA · CRD 127200 · IAPD ↗ · 770-516-7747

$186.0MRegulatory AUM
4Advisory reps
6Employees
1Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — RIDGE CAPITAL MANAGEMENT, LLC moved its main office from ALPHARETTA, GA to JOHN CREEK, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2025 — RIDGE CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($131.8M -> $167.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
May 2024 — RIDGE CAPITAL MANAGEMENT, LLC notice-filed in MI, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — RIDGE CAPITAL MANAGEMENT, LLC reported RAUM up 31% ($100.4M -> $131.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.