Kate Kenney has been Principal of RDG Capital Management since March 2026, is a control person of the firm and directly owns between 5% and 10% of it.
RDG Capital Management LLC is a Pittsford, NY firm with $132M under management, 91 clients and 2 advisers in one office, as of its September 2026 filing.
Kate Kenney is Partner of RDG Capital Management, based in Pittsford, New York, and Founder of Path Advisory LLC. At RDG Capital Management she works with individuals, families and business owners on long-term financial planning and wealth strategy, with a particular focus on owners navigating liquidity events, transitions and next-stage planning. She has more than two decades of leadership experience across professional services, advisory, executive search, wealth management and business operations.
- RDG Capital Management LLCCurrent– present · under a yearPittsford, NY · Adviser representative · Firm CRD 329749
Investment adviser representative registrations
Kate Kenney is registered as an investment adviser representative in New York, since March 2026.
- New YorkSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kate Sally Kenney
- CRD
- 7855260
- Firm
- RDG Capital Management · CRD 329749
- Role
- Principal
- Office
- 20 OFFICE PARK WAY, SUITE 140, Pittsford, NY 14534
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rdgcapitalmanagement.com
Where does Kate Kenney work?
Kate Kenney has been Principal of RDG Capital Management LLC since March 2026, and is a control person of the firm.
Is Kate Kenney a financial advisor?
Yes. Kate Kenney has a current investment-adviser registration in New York, through RDG Capital Management since March 2026.
How many years of experience does Kate Kenney have?
Kate Kenney has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Kate Kenney passed?
Kate Kenney passed the Series 65 in February 2026.
Where is Kate Kenney based?
Kate Kenney’s registered office is in Pittsford, NY.
Is Kate Kenney registered with FINRA?
No. Kate Kenney has no current broker registration.
How can I verify Kate Kenney’s record?
Search CRD 7855260 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kate Kenney’s full registration record.
