Rydar Equities provides portfolio management for individuals and small businesses.
Rydar Equities reports 142 clients. They include 85 individual clients and 57 high-net-worth individuals. Of its assets, 100.0% ($197M across 406 accounts) are managed with discretion. It advised 142 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 33% |
| High-net-worth individuals | 40% | 67% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 85 | $65M | 32.9% | $765K |
| High-net-worth individuals | 57 | $132M | 67.1% | $2.32M |
| Total | 142 | $197M | 100% | $1.39M |
- Clients
- 85
- Regulatory AUM
- $65M
- AUM share
- 32.9%
- Avg. per client
- $765K
- Clients
- 57
- Regulatory AUM
- $132M
- AUM share
- 67.1%
- Avg. per client
- $2.32M
Total
- Clients
- 142
- Regulatory AUM
- $197M
- AUM share
- 100%
- Avg. per client
- $1.39M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 142
- Private funds advised
- 0
Rydar Equities charges 0.40%–1.00% a year for its Asset Management Fee Schedule. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.
Fee details and sources
Gary Peckham owns 75% or more of Rydar Equities. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 2 soliciting firms
- Owns 75% or more of Rydar Equities, Inc.
Gary Peckham
Control person · since May 2010
Rydar Equities’ regulatory assets grew 1.8× from $112M (June 2024) to $197M (March 2026); clients rose from 102 to 142 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $197M | 142 | 2 | 2 |
| Jul 2025July 2025 | $150M | 107 | 2 | 2 |
| Jun 2024June 2024 | $112M | 102 | 2 | 2 |
Besides its headquarters, Rydar Equities has 1 office, with 2 listed addresses in 1 state.
Texas · 2 listed addresses
- 3851 Fort Worth Hwy, WeatherfordHQ
- 24 Smith RD., Midland
Contact and registration details
- Legal name
- Rydar Equities, Inc.
- Headquarters
- 3851 Fort Worth Hwy, Weatherford, TX 76087
- Website
- rydarequities.com
- Phone
- 432-634-8673
- SEC file
- 801-130182
- Structure
- Texas corporation
- Fiscal year end
- December
Rydar Equities’ named custodian for separately managed accounts is Charles Schwab ($150M). Rydar Equities has custody of $43M for 75 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $150M100%
At year end, Rydar Equities’ separately managed accounts were mostly in stocks (89%) and bonds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $178M across 107 positions; the largest are Apple Inc. (8.3%), Amazon Com Inc. (5.4%) and Alphabet Inc. (4.7%).
What the accounts hold
- Stocks89%
- Non-exchange-traded equities76%
- Exchange-traded equities13%
- Bonds10%
- U.S. government and agency bonds4%
- Investment grade corporate bonds4%
- State and local bonds2%
- Cash1%
How many clients does Rydar Equities have?
Rydar Equities has 142 clients and manages $197 million for them, as of March 2026. They include 85 individual clients and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Rydar Equities offer?
Rydar Equities 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 Rydar Equities charge?
Rydar Equities charges 0.40%–1.00% a year for its Asset Management Fee Schedule. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.
Source: ADVPART2A, filed 13 March 2026
Which custodians does Rydar Equities use?
Rydar Equities’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $150M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Rydar Equities have?
Rydar Equities has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rydar Equities invest in?
At the end of its last fiscal year, Rydar Equities’ separately managed accounts held 76% non-exchange-traded equities, 13% exchange-traded equities, 4% U.S. government and agency bonds, 4% investment grade corporate bonds, 2% state and local bonds and 1% 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 Rydar Equities have a minimum investment?
Yes, Rydar Equities’ minimum account size for its Asset Management Fee Schedule is $100K.
Source: ADVPART2A, filed 13 March 2026
Who owns Rydar Equities?
Rydar Equities’ direct owner is Gary Peckham (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Rydar Equities get paid?
Rydar Equities 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
How do I contact Rydar Equities?
Rydar Equities’ main office is at 3851 Fort Worth Hwy, Weatherford, TX 76087. Its phone number is 432-634-8673. Its website is rydarequities.com.
