CapRidge Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,520,255
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,086,709
About
CapRidge Advisors is a small, independent registered investment advisor that provides discretionary portfolio management and financial planning to individual (including high‑net‑worth) and business clients. The firm manages roughly $6.5 million for a very small client base and also offers outsourced Chief Investment Officer (OCIO) services to other advisory firms.
The firm takes a total‑portfolio approach and generally pursues medium‑to‑long‑term strategies constructed with diversified ETFs and registered investment companies, while retaining flexibility to use individual stocks, bonds, options and hedging strategies. CapRidge relies heavily on technical and cyclical analysis in its research process and may use inverse ETFs and other tools to calibrate portfolio risk.
Compared with many solo independent advisors, CapRidge is notable for offering OCIO services to peers and for hosting educational seminars and workshops targeted at wealth managers and investment advisors, an activity that is uncommon among firms its size. The firm’s principal brings institutional fixed‑income and investment research experience and holds the CFA charter, and the advisor’s investment menu includes less‑typical instruments for a small RIA—such as CLOs, interval/tender‑offer funds and targeted use of inverse ETFs—reflecting a focus on specialized portfolio construction and risk management.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Cio services
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Fee options
Fixed engagement fee available for OCIO and financial planning services; fees may be negotiable.
$0 - $250,000: 0.60% annually $250,001+: 0.40% annually
Hourly fees range from $200 to $400 per hour for OCIO and financial planning services; educational seminars start at $500 per hour.
Account minimum: $250,000 Fee-only: Investment advisory fees range from 0.40% to 0.60% annually based on several factors; fees are negotiable.
Main office location
CapRidge Advisors
Devon PA, United States
Number of offices
1
Most active in
CapRidge Advisors has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
484-380-5748
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