Multi-Family OfficeRIA · CRD 321827SEC-Registered

Updated:

Ritter Daniher Financial Advisory LLC

Someone is sitting in the shade today because someone planted a tree long ago - Warren Buffett | Hickory Asset Management is an independent investment advisory...

Ritter Daniher Financial Advisory LLC

Someone is sitting in the shade today because someone planted a tree long ago - Warren Buffett | Hickory Asset Management is an independent investment advisory firm providing comprehensive financial planning and investment management services to retirees, professionals, business owners and individual investors.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Ritter Daniher Financial Advisory?

No named principals or investment committee members are publicly identifiable. SEC filings do not list key personnel, and the firm has no public website or LinkedIn presence. All investment decisions are assumed to be made internally by unnamed professionals.

Is Ritter Daniher structured as a single family office or a multi-family office?

Based on its name and SEC registration as an RIA, the firm appears to operate as a multi-family office or advisory practice serving multiple families. Single family offices are typically exempt from SEC registration, while RIAs are common for multi-family offices managing third-party capital.

What investment stages or asset classes does Ritter Daniher target?

No public information exists on the firm's target asset classes, investment stages, or portfolio composition. The firm may engage in direct deals, fund commitments, or traditional wealth advisory, but none of these activities are confirmed in public records.

Does Ritter Daniher participate in co-investments alongside external GPs?

There is no public evidence of co-investment activity. The firm's operational details are not disclosed, making any assessment of co-investment posture speculative.

Where does the underlying wealth come from for Ritter Daniher's clients?

The sources of wealth for the firm's clients are not publicly disclosed. Without named principals or a known founding family, the wealth origin remains unknown. Ritter Daniher's client base likely includes private families who value discretion.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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