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Ridgetrail Capital Advisors, LLC (Castle Rock)


Ridgetrail Capital Advisors, LLC is a related adviser based in Castle Rock. It manages $15 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Colorado.

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Ridgetrail Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ridgetrail Capital Advisors: assets under management

The assets under management (AUM) of Ridgetrail Capital Advisors, LLC is $15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ridgetrail Capital Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Castle Rock

The principal office where Ridgetrail Capital Advisors, LLC performs its advisory services is located at 2212 Ridgetrail Dr, Castle Rock, CO 80104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-814-8936 or by fax 303-814-8936. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.rtcallc.com.


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