Rdg Capital Management LLC is a large advisory firm based in Houston. It manages $401.32 million of regulatory assets for 292 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.
Rdg Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rdg Capital Management LLC is $401.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 343% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rdg Capital Management LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Coleman Dawson has been acting as President since 1 Jun 2010. Frank Theodore Gardner joined the executive team most recently as the Portfolio Manager.
The principal office where Rdg Capital Management LLC performs its advisory services is located at 4265 San Felipe, Houston, TX 77027, 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 713-548-2602 or by fax 713-993-4698. The normal business hours are 7:30 a.m. - 5:00 p.m. on Monday - Friday.