{
  "crd_number": 154086,
  "slug": "rydar-equities-inc-weatherford-tx-154086",
  "primary_business_name": "RYDAR EQUITIES, INC.",
  "legal_name": "RYDAR EQUITIES, INC.",
  "dbas": [],
  "city": "Weatherford",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-13",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 197400000.0,
  "raum_discretionary": 197400000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 65000000.0,
      "count": 85
    },
    "high_net_worth_individuals": {
      "raum": 132400000.0,
      "count": 57
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://rydarequities.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154086",
  "city_as_filed": "WEATHERFORD",
  "url": "https://advisorcensus.com/firm/rydar-equities-inc-weatherford-tx-154086",
  "display_name": "Rydar Equities, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Rydar Equities, Inc. (CRD 154086): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Rydar Equities, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rydar Equities, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Rydar Equities, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is Rydar Equities, Inc. registered with the SEC or a state?",
      "a": "Rydar Equities, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 154086."
    },
    {
      "q": "How much does Rydar Equities, Inc. manage?",
      "a": "Rydar Equities, Inc. reports $197,400,000 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Rydar Equities, Inc.'s assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Rydar Equities, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (57)."
    },
    {
      "q": "Which custodians does Rydar Equities, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Rydar Equities, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Rydar Equities, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Rydar Equities, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $150,000,000 to $197,400,000 (+32%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 112000000.0,
      "total_employees": 2,
      "filing_date": "2024-06-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 150000000.0,
      "total_employees": 2,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 197400000.0,
      "total_employees": 2,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $150,000,000 to $197,400,000 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum account opening balance is $100,000.00. This minimum balance is negotiable based upon certain circumstances and at the Adviser’s discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum account opening balance is $100,000.00. This minimum balance is negotiable based upon certain circumstances and at the Adviser’s discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/rydar-equities-inc-weatherford-tx-154086.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 85,
      "fewer_than_5": false,
      "raum": 65000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 132400000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154086",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}