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Marketriders

Chesterfield, MOSEC-registered investment adviserCRD 147963

Filed as MARKETRIDERS · Legal name Marketriders, Inc.

Marketriders is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

18 years
registered since 2008
$362,985,152
assets under management
2 arrangements
Percentage of assets, Subscription
None
disclosure items (Item 11)

Quick answers

From the filing

How is Marketriders compensated?

On its Form ADV (Item 5.E, October 2026), Marketriders reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical).

Where is Marketriders located?

Marketriders' principal office is in Chesterfield, MO, according to its Form ADV.

Is Marketriders registered with the SEC or a state?

Marketriders is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147963.

How much does Marketriders manage?

Marketriders reports $362,985,152 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (6% discretionary).

How have Marketriders' assets and staff changed since 2021?

In the Form ADV data for Marketriders: Regulatory assets under management: $916,000,000 in the October 2021 data and $362,985,152 in the October 2026 data, down 60%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Marketriders serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (476); high net worth individuals (1).

Which custodians does Marketriders use?

Marketriders' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.

Does Marketriders report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147963

What changed in Marketriders' recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $485,640,168 to $362,985,152 (-25%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$362,985,152

$362,985,152 as of October 2026, filing dated March 30, 2026.

Discretionary: $20,732,170.Non-discretionary: $342,252,982.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 476 Assets $355,028,867 (98%)
High net worth individuals
Clients 1 Assets $7,956,285 (2%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Marketriders, Inc.
Also doing business as
SOGOTRADE ASSET MANAGEMENT
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2008 (18 years)
Employees
Total: 6. Performing investment advisory functions: 4.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
26 states or jurisdictions
AZCACOCTFLGAILKYLAMDMIMNMONCNENJNYOHORPATNTXUTVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$916M 2021 $433M 2022 $605M 2023 $556M 2024 $486M 2025 $363M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$362,985,1526March 30, 2026
October 2025$485,640,1686July 30, 2025
October 2024$556,016,0524March 29, 2024
October 2023$604,880,1773June 28, 2023
October 2022$432,800,0003March 24, 2022
October 2021$916,000,0003March 31, 2021

Regulatory assets under management: $916,000,000 in the October 2021 data and $362,985,152 in the October 2026 data, down 60%.

Total employees: 3 in October 2021 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 5 to 4.
    • Regulatory assets under management went from $485,640,168 to $362,985,152 (-25%).
  2. December 2025
    • Employees performing advisory functions went from 4 to 5.
  3. November 2025
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
marketriders.compower.sogotrade.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Marketriders (CRD 147963): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/marketriders-chesterfield-mo-147963