AdvisorCensus / Financial advisors / Texas / Dallas / Rydar Equities, Inc.
Rydar Equities, Inc. is an SEC-registered investment advisory firm in Weatherford, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is Rydar Equities, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Rydar Equities, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Rydar Equities, Inc. located?
Rydar Equities, Inc.'s principal office is in Weatherford, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Rydar Equities, Inc. registered with the SEC or a state?
Rydar Equities, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 154086.
How much does Rydar Equities, Inc. manage?
Rydar Equities, Inc. reports $197,400,000 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).
How have Rydar Equities, Inc.'s assets and staff changed since 2024?
In the Form ADV data for Rydar Equities, Inc.: Regulatory assets under management: $112,000,000 in the October 2024 data and $197,400,000 in the October 2026 data, up 76%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Rydar Equities, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (57).
Which custodians does Rydar Equities, Inc. use?
Rydar Equities, Inc.'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 Rydar Equities, 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/154086
Does Rydar Equities, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 13, 2026 says: "The minimum account opening balance is $100,000.00. This minimum balance is negotiable based upon certain circumstances and at the Adviser’s discretion."
What changed in Rydar Equities, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $150,000,000 to $197,400,000 (+32%).
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
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 2AAccount minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account opening balance is $100,000.00. This minimum balance is negotiable based upon certain circumstances and at the Adviser’s discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$197,400,000 as of October 2026, filing dated March 13, 2026.
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.DA 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- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- 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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $197,400,000 | 2 | March 13, 2026 |
| October 2025 | $150,000,000 | 2 | July 25, 2025 |
| October 2024 | $112,000,000 | 2 | June 12, 2024 |
Regulatory assets under management: $112,000,000 in the October 2024 data and $197,400,000 in the October 2026 data, up 76%.
Total employees: 2 in October 2024 and 2 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- April 2026
- Regulatory assets under management went from $150,000,000 to $197,400,000 (+32%).
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.ISource: 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. Rydar Equities, Inc. (CRD 154086): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rydar-equities-inc-weatherford-tx-154086