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Data / Investment advisers / Texas / Rydar Equities, Inc.

Rydar Equities, Inc., Weatherford, TX: $197 million AUM, SEC registered investment adviser

Rydar Equities, Inc. is an SEC registered investment adviser with its main office in Weatherford, Texas and reports $197 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
154086
SEC file number
801-130182
SEC status
Approved, effective June 13, 2024
Main office
3851 Fort Worth Hwy, Weatherford, TX 76087
Phone
(432) 634-8673
Website
rydarequities.com
Regulatory AUM
$197,400,000 in the Form ADV filed March 13, 2026
Discretionary AUM
$197,400,000
Accounts
406
Employees
2, of which 2 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management
Other offices
1
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 13, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals57$132.4 million
Individuals (other than high net worth individuals)85$65 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$197.4 millionMarch 13, 2026
December 1, 2025$150 millionJuly 25, 2025

Other advisers in Texas

AdviserCityAUMPrivate fundsSource
Elda River Capital Management, LLCHouston$1.94 billion16adviserinfo.sec.gov
Cfo4lifeCoppell$1.94 billionNot listedadviserinfo.sec.gov
Nexpoint Real Estate Advisors VII, L.P.Dallas$1.93 billionNot listedadviserinfo.sec.gov
Terry McDaniel & CompanyAustin$1.92 billionNot listedadviserinfo.sec.gov
Kildare Partners US, LLCWestlake$1.91 billion10adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.