MarketRiders provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters.
MarketRiders reports 477 clients. They include 476 individual clients and 1 high-net-worth individual. Of its assets, 5.7% ($20.7M across 96 accounts) are managed with discretion; $342M across 381 accounts are not. A wrap fee program the firm both sponsors and manages holds $20.7M. It advised 44 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 98% |
| High-net-worth individuals | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 476 | $355M | 97.8% | $746K |
| High-net-worth individuals | Fewer than 5 | $7.96M | 2.2% | $7.96M |
| Total | 477 | $363M | 100% | — |
- Clients
- 476
- Regulatory AUM
- $355M
- AUM share
- 97.8%
- Avg. per client
- $746K
- Clients
- Fewer than 5
- Regulatory AUM
- $7.96M
- AUM share
- 2.2%
- Avg. per client
- $7.96M
Total
- Clients
- 477
- Regulatory AUM
- $363M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 44
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
MarketRiders charges 0.75% a year for its SAM Standard Service. The fee is billed in arrears and has a $60 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Enhanced Service
- Accounts pay an additional fee on top of the Standard Service fee, negotiated with each client and not to exceed another 0.75%.
- Online Subscription Service
- Subscription fee of $14.95 monthly or $149.95 annually, paid in advance; new clients receive a 30-day free trial. No account minimum.
Sogo Financial Group, Inc. owns 75% or more of MarketRiders and is in turn owned by 288 Ventures, LLC (75% or more). Kristopher Wallace is CEO; the leadership team includes Chief Compliance Officer Patrick Manders. It has 6 employees, 4 of them in advisory roles.
Leadership
- Kristopher WallaceChief Executive Officer
- Patrick MandersChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Yi-Ling Chen
- Richard Brian Connor
- Kristopher Alexander Wallace
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 broker-dealer reps
- 1 soliciting firm
- Owns 75% or more of Marketriders, Inc.
Sogo Financial Group, Inc.
Control person · since January 2016
- Owns 75% or more of Sogo Financial Group, Inc.
288 Ventures, LLC
Control person · since December 2015
- Owns 25% to 50% of 288 Ventures, LLC
Kris Monaco
since December 2022
MarketRiders’ regulatory assets fell from $916M (March 2021) to $363M (March 2026); clients fell from 831 to 477 and employees rose from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $363M | 477 | 6 | 1 |
| July 2025 | $486M | 321 | 6 | 1 |
| March 2024 | $556M | 334 | 4 | 1 |
| June 2023 | $605M | 496 | 3 | 1 |
| March 2022 | $433M | 523 | 3 | 1 |
| March 2021 | $916M | 831 | 3 | 1 |
Besides its headquarters, MarketRiders has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 1 McBride & Son Center DR., Suite 288, ChesterfieldHQ
Other business names
MarketRiders has reported 1 other business name to the SEC.
- Sogotrade Asset Management
Contact and registration details
- Legal name
- Marketriders, Inc.
- Headquarters
- 1 McBride & Son Center DR., Suite 288, Chesterfield, MO 63005
- Website
- marketriders.com
- Phone
- 866-990-3837
- @marketriders
- SEC file
- 801-69514
- Founded
- 2008
- Structure
- California corporation
- Fiscal year end
- December
MarketRiders uses Apex Clearing ($20.7M) as custodian for its separately managed accounts. MarketRiders does not have custody of client assets.
- Apex ClearingApex Clearing Corporation · Dallas, TX · $20.7M100%
At year end, MarketRiders’ separately managed accounts were mostly in funds (99%).
What the accounts hold
- Stocks1%
- Funds99%
How many clients does MarketRiders have?
MarketRiders has 477 clients and manages $363 million for them, as of March 2026. They include 476 individual clients and 1 high-net-worth individual.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does MarketRiders offer?
MarketRiders provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does MarketRiders charge?
MarketRiders charges 0.75% a year for its SAM Standard Service. The fee is billed in arrears and has a $60 annual minimum.
Which custodians does MarketRiders use?
MarketRiders’ separately managed account assets are held at Apex Clearing Corporation (Dallas, TX), with $20.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does MarketRiders have?
MarketRiders has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MarketRiders invest in?
At the end of its last fiscal year, MarketRiders’ separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MarketRiders?
MarketRiders is owned through a chain of holding companies by Kris Monaco. Its direct owner is Sogo Financial Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does MarketRiders get paid?
MarketRiders is paid through a percentage of assets under management and subscription fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact MarketRiders?
MarketRiders’ main office is at 1 McBride & Son Center DR., Suite 288, Chesterfield, MO 63005. Its phone number is 866-990-3837. Its website is marketriders.com.