A complete list of active advisors currently associated with RidgeBrooke Capital Management LLC

Warmer can help you find a great advisor at RidgeBrooke Capital Management LLC or one who fits your needs even better.

RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. Services include ongoing portfolio management, comprehensive financial plans, and fee‑based management of fixed indexed annuities. The firm tailors strategies to each client’s goals, time horizon and risk tolerance, using fundamental, technical, charting and cyclical analysis and employing both long‑ and short‑term investment approaches; accounts are reviewed quarterly with rebalancing and tax‑loss harvesting considered where appropriate. RidgeBrooke may engage sub‑advisors to manage portions of client portfolios and operates with full discretionary authority, including discretionary management and interest‑strategy selections for annuity contracts. What distinguishes the firm from many peers is its affiliation with an insurance business and its active, fee‑based management of fixed indexed annuities—where the adviser directs insurance carriers for strategy allocations and fee deductions. The brochure discloses outside business activities (insurance sales, tax preparation, and precious metals sales) and related commission income, and describes mitigation through disclosure, client choice, and the firm’s stated fiduciary obligations.

To learn more about the advisors currently working at RidgeBrooke Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.