Richard Ridenour
Circle City Wealth Management · Carmel, Indiana
Richard Ridenour is a fee-only financial advisor at Circle City Wealth Management in Carmel, Indiana. Circle City Wealth Management reports charging fixed fees on its Form ADV.
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Facts
| Firm | Circle City Wealth Management |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $95.7M across 263 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 3165629 |
| Exams passed | Series 63 (1999) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.circlecitywealthmanagement.com |
How Richard's firm compares
- Circle City Wealth Management's average account is about $364,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Richard
Is Richard Ridenour a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Circle City Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Circle City Wealth Management, reports charging fixed fees on its SEC Form ADV.
Where is Richard Ridenour based?
Richard Ridenour is based in Carmel, Indiana.
Is Richard Ridenour registered with the SEC?
Yes. Richard Ridenour is registered as an investment adviser representative in IN and TX (CRD 3165629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Circle City Wealth Management manage?
Circle City Wealth Management reports $95.7M across 263 accounts in assets under management.
How do I contact Richard Ridenour?
Through Richard's website, www.circlecitywealthmanagement.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
- 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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