Unclaimed Profile

Ryan Charles Redfern

SHADOWRIDGE ASSET MANAGEMENT, LLC·AUSTIN, Texas

Series 3, Series 6, Series 7, Series 63, Series 66Clean record21 years registeredSHADOWRIDGE ASSET MANAGEMENT, LLC

1001 S. CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX 78746CRD# 4169279Firm CRD# 162066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Charles Redfern · AUSTIN, TX

Registration

CRD #4169279 · SHADOWRIDGE ASSET MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

RGB CAPITAL GROUP

Apr 2024 – present

SHADOWRIDGE ASSET MANAGEMENT, LLC

May 2012 – present

LINCOLN INVESTMENT PLANNING, INC

Jun 2006 – May 2012

AUSTIN, TX

GREAT AMERICAN ADVISORS, INC.

May 2005 – Jun 2006

CINCINNATI, OH

PMG ASSET MANAGEMENT INC

Jan 2005 – May 2005

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 10, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHADOWRIDGE ASSET MANAGEMENT, LLC

CRD 162066 · SEC 801-131300

AUM

$108M

Regulatory assets under management

Employees

905 client accounts

Services offered by SHADOWRIDGE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHADOWRIDGE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Charles Redfern offer?

Ryan Charles Redfern specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Ryan Charles Redfern's credentials?

Ryan Charles Redfern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Charles Redfern located?

Ryan Charles Redfern is based in AUSTIN, Texas, working with SHADOWRIDGE ASSET MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Ryan Charles Redfern charge for services?

Ryan Charles Redfern's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHADOWRIDGE ASSET MANAGEMENT, LLC?

SHADOWRIDGE ASSET MANAGEMENT, LLC has approximately 9 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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