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| Rydar Equities Inc
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| CRD # | 154086 |
| SEC # | 801-130182 |
| CIK # | 0002065487 |
| AUM | 197.4 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 432-634-8673 |
| Address | 3851 Fort Worth Hwy Weatherford, TX 76087 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002065487 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.9 | ||
| Amazon Com Inc | 6.9 | ||
| Alphabet Inc | 5.7 | ||
| J P Morgan Chase & Co | 4.8 | ||
| Nvidia Corp | 4.5 | ||
| Goldman Sachs Group Inc | 4.3 | ||
| Microsoft Corp | 4.0 | ||
| AT&T Inc | 3.5 | ||
| MercadoLibre Inc | 2.9 | ||
| Morgan Stanley | 2.8 | ||
| Procter & Gamble Co | 2.7 | ||
| United Technologies Corp /DE/ | 2.5 | ||
| Waste Management Inc | 2.5 | ||
| Plains All American Pipeline LP | 2.4 | ||
| Costco Wholesale Corp /NEW | 2.4 | ||
| Lockheed Martin Corp | 2.3 | ||
| Wal Mart Stores Inc | 2.3 | ||
| Palantir Technologies Inc | 2.3 | ||
| Coca Cola Co | 2.1 | ||
| McDonalds Corp | 2.0 | ||
| Capital One Financial Corp | 1.9 | ||
| Home Depot Inc | 1.8 | ||
| American Express Co | 1.8 | ||
| Autozone Inc | 1.7 | ||
| Travelers Companies Inc | 1.6 | ||
| Union Pacific Corp | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 65.0 |
| (b) Individuals (high net worth individuals) | 57 | 132.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 197.4 |
| By Discretionary | ||
| Discretionary | 406 | 197.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 406 | 197.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.4 | |
| Total | 406 | 197.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065487] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 142 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Safir Wealth Advisors LLC
✚
|
198.2 M | |
|
Constant Guidance Financial LLC
✚
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MA | 198.0 M |
|
Wealth Management Group Inc
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NC | 197.7 M |
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Boardwalk Financial Strategies LLC
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WI | 197.6 M |
|
Inman Financial Services Inc
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OR | 197.5 M |
|
Osprey Capital Management Corp
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FL | 197.2 M |
|
Concordia Wealth Management LLC
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MA | 197.1 M |
|
Continental Investors Services Inc
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|
WA | 196.8 M |
|
The Bendix Financial Group Inc
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NY | 196.6 M |
|
Certified Planners Inc
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CA | 196.6 M |