Whitney Lorene Baniewicz
Investment adviser representative at Rdg Capital Management LLC
15 yearsExperience
1 stateRegistered in
$131.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Rdg Capital Management, LLCDec 2023 to now
- Rdg + Partners, CpaJan 2011 to Oct 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rdg Capital Management LLC
$131.8MAssets managed
91Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5480153
- Firm CRD
- 329749