# Legacy Ridge Capital Management, LLC

> Legacy Ridge Capital Management, LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 293679
- Filed as: LEGACY RIDGE CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293679
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-ridge-capital-management-llc-293679

## Quick answers

**How is Legacy Ridge Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Ridge Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Legacy Ridge Capital Management, LLC registered with the SEC or a state?**
Legacy Ridge Capital Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 293679.

**How much does Legacy Ridge Capital Management, LLC manage?**
Legacy Ridge Capital Management, LLC reports $9,100,000 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Legacy Ridge Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); individuals (other than high net worth individuals) (2).

**Does Legacy Ridge Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293679

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,100,000
- Discretionary: $9,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $2,000,000 |
| High net worth individuals | 3 | $7,100,000 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacyridgecapital.com
- LinkedIn @legacy-ridge-capital-management
- LinkedIn @kris-kelley-0b772566

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 8, 2021 |
| October 2022 | Not reported | Not reported | March 7, 2022 |
| October 2026 | $9,100,000 | 2 | January 14, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Ridge Capital Management, LLC (CRD 293679): Form ADV filing data as of October 2026.