# Rittmann Capital Management Co

> Rittmann Capital Management Co is an SEC-registered investment advisory firm in Moraga, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 108762
- Filed as: RITTMANN CAPITAL MANAGEMENT CO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Moraga, CA
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108762
- AdvisorCensus page: https://advisorcensus.com/firm/rittmann-capital-management-co-moraga-ca-108762

## Quick answers

**How is Rittmann Capital Management Co compensated?**
On its Form ADV (Item 5.E, October 2026), Rittmann Capital Management Co reports these compensation arrangements: a percentage of assets under its management.

**Where is Rittmann Capital Management Co located?**
Rittmann Capital Management Co's principal office is in Moraga, CA, according to its Form ADV.

**Is Rittmann Capital Management Co registered with the SEC or a state?**
Rittmann Capital Management Co is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 108762.

**How much does Rittmann Capital Management Co manage?**
Rittmann Capital Management Co reports $142,436,898 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (100% discretionary).

**What types of clients does Rittmann Capital Management Co serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44).

**Which custodians does Rittmann Capital Management Co use?**
Rittmann Capital Management Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Rittmann Capital Management Co 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/108762

**Does Rittmann Capital Management Co state an account minimum?**
Its Form ADV Part 2A brochure dated January 9, 2026 says: "RCM requires a minimum account size of $50,000 to enter into an Advisory Agreement. However, RCM retains the discretion to lower or waive said minimum."

**What changed in Rittmann Capital Management Co's recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC.

## 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 January 9, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> RCM requires a minimum account size of $50,000 to enter into an Advisory Agreement. However, RCM retains the discretion to lower or waive said minimum.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $142,436,898
- Discretionary: $142,436,898
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $142,436,898 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rittmanncapital.com

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rittmann Capital Management Co (CRD 108762): Form ADV filing data as of October 2026.