# Ridge Creek Global, Inc.

> Ridge Creek Global, Inc. is an SEC-registered investment advisory firm, registered since 1990, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 106992
- Filed as: RIDGE CREEK GLOBAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106992
- AdvisorCensus page: https://advisorcensus.com/firm/ridge-creek-global-inc-106992

## Quick answers

**How is Ridge Creek Global, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ridge Creek Global, Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Ridge Creek Global, Inc. charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Ridge Creek Global, Inc. registered with the SEC or a state?**
Ridge Creek Global, Inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 106992.

**How much does Ridge Creek Global, Inc. manage?**
Ridge Creek Global, Inc. reports $254,777,351 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (89% discretionary).

**How have Ridge Creek Global, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Ridge Creek Global, Inc.: Regulatory assets under management: $255,565,149 in the October 2021 data and $254,777,351 in the October 2026 data, unchanged. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ridge Creek Global, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (18); charitable organizations (2).

**Which custodians does Ridge Creek Global, Inc. use?**
Ridge Creek Global, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America Private Bank and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Ridge Creek Global, Inc. 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/106992

**What changed in Ridge Creek Global, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $223,475,366 to $254,777,351 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it)

> Our clients pay us a negotiated, graduated annual, asset-b ased fee ranging downward from 1% to 0.10%.

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

### Custodians (Schedule D, Section 5.K(3))
- Bank of America Private Bank
- Charles Schwab & Co., Inc.

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: $254,777,351
- Discretionary: $226,427,850
- Non-discretionary: $28,349,501

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $10,060,755 |
| High net worth individuals | 31 | $211,982,894 |
| Charitable organizations | 2 | $32,733,702 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1990 (35 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ridgecreekglobal.bsky.social
- ridgecreekglobal.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $255,565,149 | 4 | March 29, 2021 |
| October 2022 | $314,413,847 | 4 | March 1, 2022 |
| October 2023 | $242,484,104 | 4 | March 17, 2023 |
| October 2024 | $202,019,355 | 4 | March 22, 2024 |
| October 2025 | $223,475,366 | 4 | February 26, 2025 |
| October 2026 | $254,777,351 | 4 | March 6, 2026 |

Regulatory assets under management: $255,565,149 in the October 2021 data and $254,777,351 in the October 2026 data, unchanged.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $223,475,366 to $254,777,351 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridge Creek Global, Inc. (CRD 106992): Form ADV filing data as of October 2026.