Kate Kenney
RDG Capital Management · Pittsford, New York
Kate Kenney is a fee-only financial advisor at RDG Capital Management in Pittsford, New York. Kate focuses on estate & legacy planning. RDG Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | RDG Capital Management |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $131.8M across 91 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7855260 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rdgcapitalmanagement.com |
| Profile |
How Kate's firm compares
- RDG Capital Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Kate
Is Kate Kenney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kate holds no broker registration, and RDG Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kate charge for financial advice?
Kate's firm, RDG Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kate Kenney based?
Kate Kenney is based in Pittsford, New York.
What does Kate specialize in?
Kate's specialties include estate & legacy planning. Kate works with founders, executives and ultra high net worth.
Is Kate Kenney registered with the SEC?
Yes. Kate Kenney is registered as an investment adviser representative in NY (CRD 7855260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RDG Capital Management manage?
RDG Capital Management reports $131.8M across 91 accounts in assets under management.
How do I contact Kate Kenney?
Through Kate's website, www.rdgcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- RDG Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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