RDG Capital Management LLC

EST. AUM
$131,785,345

CONTACTS

CLIENT ACCOUNTS
91

Firm Details

Metro area Rochester
CRD Number 329749
Website rdgcapitalmanagement.com
Client types

Overview

RDG Capital Management LLC (RDGCM) is an SEC-registered investment advisor (RIA) based in Pittsford, New York. Formed in December 2023 by Kate Kenney and Whitney Baniewicz, the firm operates as a fee-only advisory firm providing discretionary and non-discretionary portfolio management, asset allocation, and financial planning services. RDGCM serves high-net-worth individuals, pension and profit-sharing plans, employer-sponsored retirement plans, trusts, estates, charitable organizations, and corporate entities through customized multi-asset solutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

RDG Capital Management LLC

Platform Details

Investment Preferences

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Address

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