# Marketriders

> 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.

- CRD: 147963
- Filed as: MARKETRIDERS
- Legal name: Marketriders, Inc.
- Also doing business as: SOGOTRADE ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147963
- AdvisorCensus page: https://advisorcensus.com/firm/marketriders-chesterfield-mo-147963

## Quick answers

**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).

**How much does Marketriders charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Subscription: $14.95 a month (access to MarketRiders software allowing them to build and…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Subscription: $14.95 a month (access to MarketRiders software allowing them to build and…)

> For Clients who elect the subscription service, they pay a subscription fee of $14.95 monthly or $149.95 annually, which provides them access to MarketRiders software allowing them to build and manage their MarketRiders portfolios.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $362,985,152
- Discretionary: $20,732,170
- Non-discretionary: $342,252,982

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, KY, LA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marketriders.com
- power.sogotrade.com
- Facebook @MARKETRIDERS
- LinkedIn @MARKETRIDERS
- X @MARKETRIDERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $916,000,000 | 3 | March 31, 2021 |
| October 2022 | $432,800,000 | 3 | March 24, 2022 |
| October 2023 | $604,880,177 | 3 | June 28, 2023 |
| October 2024 | $556,016,052 | 4 | March 29, 2024 |
| October 2025 | $485,640,168 | 6 | July 30, 2025 |
| October 2026 | $362,985,152 | 6 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

### December 2025
- Employees performing advisory functions went from 4 to 5.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marketriders (CRD 147963): Form ADV filing data as of October 2026.