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SHADOWRIDGE ASSET MANAGEMENT, LLC
CRD 162066 · SEC 801-131300
1001 S. CAPITAL OF TEXAS HIGHWAY, M-100, AUSTIN, TX, 78746, United States
Phone
888-434-1427
Fax
512-524-9101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.7M
Discretionary AUM
$126.7M
Team
9 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 561 | $81.9M |
| High net worth individuals | 53 | $44.4M |
States served
AZ, CA, NC, OH, UT, TX
All web addresses on file
- https://www.linkedin.com/in/plebkuecher/
- https://www.linkedin.com/in/dfeatherston/
- https://www.facebook.com/shadowridgeasset
- HTTP://SHADOWRIDGEINVEST.COM/
- https://www.youtube.com/@shadowridge_asset
- https://www.linkedin.com/company/shadowridge-asset-management/
- https://www.linkedin.com/in/ryanredfern/
- https://x.com/ryanredferncmt
- https://www.linkedin.com/in/lauraredfern/
- https://www.linkedin.com/in/heather-johnson-886a34288/
- https://www.facebook.com/heather.hohmanjohnson
- https://www.linkedin.com/in/will-hepburn-8b876013/
- https://www.facebook.com/hepburncapitalmgmt/
Official SEC filing: View on IAPD