WEATHERFORD, TXCRD 154086Latest ADV March 13, 2026
Rydar Equities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Weatherford, TX. Its latest Form ADV filing, dated March 13, 2026, reports $197M in regulatory assets under management, 2 employees, 1 office, and 406 accounts.
Assets Under Management
$197M
Employees
2
Offices
1 office
Total Clients
142
Primary office
WEATHERFORD, TX
3851 FORT WORTH HWY, WEATHERFORD, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.9% of total clients.
Top client categories% of clientsClients
1
Individuals
59.9%
85
2
HNWI
40.1%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of March 13, 2026
Discretionary100.0%
$197M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$197M
Total Accounts406
10Y AUM Change+$85M (+76.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee71:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.