Collin
Adams

Ridge Capital Management, LLC

CRD#6093012
Investment Advisor
in Alpharetta, GA

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About this Advisor

Collin Adams is a financial advisor working in Alpharetta, Georgia, with a total of 7 years of industry experience. Adams is on the advisory team at Ridge Capital Management, LLC. Throughout their career, they have worked at Commercial Property Professionals, Student, Ridge Capital Management, Ridge Capital Management, LLC, First Allied Securities, Inc and Cetera Advisors LLC. Adams holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Georgia. Ridge Capital Management, LLC is a registered investment company that has its headquarters in Alpharetta, GA. The firm has a total of six people on staff. It manages $100 million in total assets across its 197 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 197 accounts, 25% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Ridge Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

5900 Windward Parkway Suite 120
Alpharetta, GA 30005

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Ridge Capital Management, LLC Brokerage Details

Total Assets Under Management

$100,410,812

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

197

GA Average: 1,608
Average Account Size

$509,700

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Collin Adams Work History

Collin has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Cetera Advisors LLC

2016 - Present (8 years)

Ridge Capital Management, LLC

2014 - Present (10 years)

Ridge Capital Management

2018 - 2022 (4 years)

First Allied Securities, Inc

2012 - 2014 (2 years)

Commercial Property Professionals

2003 - 2015 (12 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Collin Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ridge Capital Management, LLC

Collin Adams
Alpharetta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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