Fee-only adviser · Moraga, CA
Rittmann Capital Management Co
Rittmann Capital Management Co is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Moraga, California. On its latest Form ADV, filed January 9, 2026, it reports $142M in regulatory assets under management, 44 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 108762 · SEC file 801-132256 |
| Office | 1660 School Street, Suite 106B Moraga, CA 94556 |
| Phone | (925) 388-0533 |
| Website | www.rittmanncapital.com |
| Regulatory assets under management | $142M |
| Individual clients | 44 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Moraga
- Wilson & Boucher Capital Management, LLC $280M
- Generative Family Office LLC Not reported
- Gaskin Wealth Management $99M
See all 4 fee-only advisers in Moraga →
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