Rittmann Capital Management provides portfolio management for individuals and small businesses.
Rittmann Capital Management reports 44 individuals. Of its assets, 100.0% ($142M across 228 accounts) are managed with discretion. It advised 44 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 44 | $142M | 100.0% | $3.24M |
| Total | 44 | $142M | 100% | $3.24M |
- Clients
- 44
- Regulatory AUM
- $142M
- AUM share
- 100.0%
- Avg. per client
- $3.24M
Total
- Clients
- 44
- Regulatory AUM
- $142M
- AUM share
- 100%
- Avg. per client
- $3.24M
- 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
Rittmann Capital Management charges 1.00%–1.50% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears, is negotiable and requires an account of at least $50,000.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.50% |
| $1M and above | 1.00% |
Fee details and sources
Matthew Rittmann owns 75% or more of Rittmann Capital Management. The leadership team of Rittmann Capital Management includes President Matthew Rittmann. It has 1 employee.
Leadership
- Matthew RittmannPresident and CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Rittmann Capital Management Co
Matthew Rittmann
Control person · since April 2007
Besides its headquarters, Rittmann Capital Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1660 School Street, Suite 106b, MoragaHQ
Contact and registration details
- Legal name
- Rittmann Capital Management Co
- Headquarters
- 1660 School Street, Suite 106b, Moraga, CA 94556-1124
- Website
- rittmanncapital.com
- Phone
- 925-388-0533
- SEC file
- 801-132256
- Structure
- California corporation
- Fiscal year end
- December
Rittmann Capital Management uses Charles Schwab ($142M) as custodian for its separately managed accounts. Rittmann Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $142M100%
At year end, Rittmann Capital Management’s separately managed accounts were mostly in stocks (86%) and funds (12%).
What the accounts hold
- Stocks86%
- Funds12%
- Cash2%
How many clients does Rittmann Capital Management have?
Rittmann Capital Management has 44 clients and manages $142 million for them, as of January 2026. They include 44 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 January 2026
What services does Rittmann Capital Management offer?
Rittmann Capital Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Rittmann Capital Management charge?
Rittmann Capital Management charges 1.00%–1.50% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears, is negotiable and requires an account of at least $50,000.
Which custodians does Rittmann Capital Management use?
Rittmann Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $142M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 January 2026
How many financial advisors does Rittmann Capital Management have?
Rittmann Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Rittmann Capital Management invest in?
At the end of its last fiscal year, Rittmann Capital Management’s separately managed accounts held 86% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Rittmann Capital Management have a minimum investment?
Yes, Rittmann Capital Management’s minimum account size for its Asset Management is $50K.
Who owns Rittmann Capital Management?
Rittmann Capital Management’s direct owner is Matthew Rittmann (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 January 2026
How does Rittmann Capital Management get paid?
Rittmann Capital Management is paid through a percentage of assets under management. 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
Is Rittmann Capital Management registered with the SEC?
Yes, Rittmann Capital Management has been registered with the SEC as an investment adviser since 12 January 2026. Its CRD number is 108762 and its SEC file number is 801-132256.
Source: Form ADV Part 1A, Item 1, filed 9 January 2026; IAPD firm record
How do I contact Rittmann Capital Management?
Rittmann Capital Management’s main office is at 1660 School Street, Suite 106b, Moraga, CA 94556-1124. Its phone number is 925-388-0533. Its website is rittmanncapital.com.