Ridgeworth Capital Management LLC

Ridgeworth Capital Management LLC (CRD# 107346) is a financial advisory firm headquartered in Atlanta, GA. They manage $18,768,993,748 in 54 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,769
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $347,573,958
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Ridgeworth Capital Management LLC
Showing 1 - 10 of 30 top financial advisors.
1
James E. Stueve
CRD#: 1637711
3333 Piedmont Road, Ne, Suite 1500, Atlanta, GA 30305
96
Wealthminder
score

James Stueve (CRD# 1637711) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Atlanta, GA and has over 30 years of experience in the finance industry. James Stueve has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John D. Baka
CRD#: 2506402
Aurora, IL
93
Wealthminder
score

John Baka (CRD# 2506402) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Aurora, IL and has over 17 years of experience in the finance industry.

3
Jonathan R. Baum
CRD#: 1155906
Stuart, FL
93
Wealthminder
score

Jonathan Baum (CRD# 1155906) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Stuart, FL and has over 33 years of experience in the finance industry.

4
Steve R. Bendrick
CRD#: 2580854
Aurora, CO
93
Wealthminder
score

Steve Bendrick (CRD# 2580854) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Aurora, CO and has over 22 years of experience in the finance industry.

5
William P. Callaway
CRD#: 5333562
3333 Piedmont Road, Ne, Suite 1500, Atlanta, GA 30305
93
Wealthminder
score

William Callaway (CRD# 5333562) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

6
Mallory G. Carr
CRD#: 2655144
Colleyville, TX
93
Wealthminder
score

Mallory Carr (CRD# 2655144) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Colleyville, TX and has over 22 years of experience in the finance industry.

7
Christopher R. Danos
CRD#: 2716625
Haverhill, MA
93
Wealthminder
score

Christopher Danos (CRD# 2716625) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Haverhill, MA and has over 21 years of experience in the finance industry.

8
Domenic Diele
CRD#: 2353771
Toms River, NJ
93
Wealthminder
score

Domenic Diele (CRD# 2353771) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Toms River, NJ and has over 24 years of experience in the finance industry.

9
Gabriel S. Dutra
CRD#: 2586110
Charlestown, MA
93
Wealthminder
score

Gabriel Dutra (CRD# 2586110) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Charlestown, MA and has over 20 years of experience in the finance industry.

10
Francis E. Edsall Iii
CRD#: 4187744
Temecula, CA
93
Wealthminder
score

Francis Edsall Iii (CRD# 4187744) is an Investment Advisor Representative working at Ridgeworth Capital Management LLC in Temecula, CA and has over 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.