George Smith
George Smith is a ChFC-designated registered investment advisor at Ridgegate Advisors, LLC, based in Englewood, CO, with 20 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 175 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the sole discretion of Ridgegate.
Fee Estimator
Location
8310 S Valley Highway, Suite 480, Englewood, CO, 80112
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2025Customer Dispute
November 2025Customer Dispute
September 2025Regulatory
October 2008Employment Separation After Allegations
March 2008Other Business ActivitiesSells Insurance
George is the Managing Member/CEO of Ridgegate Advisors, LLC (investment advisory) and Ridgegate Insurance, LLC (insurance sales as an independent agent), dedicating a significant amount of time to the advisory role and a few hours per week to insurance. He also manages Gibborim Media, LLC (marketing services) and Ridgegate Tax, LLC (tax preparation, accounting, bookkeeping), and works as a Financial Professional for Ridgegate Alternatives, LLC and a Registered Rep for Emerson Equity, LLC.
Employment History
Current Registrations
Ridgegate Advisors, LLC
Emerson Equity LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Colorado Financial Service CorporationBroker
Ridgegate Financial, LLC
Simondavis Asset Management, INC.
Senior Finance & Health, LLC
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.