Whitney Baniewicz
RDG Capital Management · Pittsford, New York
Whitney Baniewicz is a fee-only financial advisor at RDG Capital Management in Pittsford, New York. Whitney 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 5480153 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rdgcapitalmanagement.com |
| Profile |
How Whitney'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 Whitney
Is Whitney Baniewicz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Whitney 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 Whitney charge for financial advice?
Whitney's firm, RDG Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Whitney Baniewicz based?
Whitney Baniewicz is based in Pittsford, New York.
What does Whitney specialize in?
Whitney's specialties include estate & legacy planning. Whitney works with founders, executives and ultra high net worth.
Is Whitney Baniewicz registered with the SEC?
Yes. Whitney Baniewicz is registered as an investment adviser representative in NY (CRD 5480153), 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 Whitney Baniewicz?
Through Whitney'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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