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CFP
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CFP

Coleman Benson

Ridgegate Advisors, LLC
8 Years of Experience
Englewood, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Coleman Benson is a CFP-designated registered investment advisor at Ridgegate Advisors, LLC, based in Englewood, CO, with 8 years of industry experience. Coleman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 206 clients with $120M in assets under management.

Ridgegate Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
206 clients
Average Client Portfolio
$577K average
Assets Under Management
$119.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees will not exceed 2% annualized of managed assets. Fees are calculated monthly based on average daily balance and are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8310 S Valley Highway, Suite 480, Englewood, CO, 80112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Coleman is involved in several businesses, including insurance sales through Ridgegate Insurance, securities sales through Emerson Equity LLC and Ridgegate Alternatives LLC, and advisory services through AE Wealth Management and Ridgegate Advisors LLC. Coleman dedicates a significant amount of time to these activities, including full-time hours to insurance sales and about a quarter of their time to other ventures.

Employment History
Current Registrations
Ridgegate Advisors, LLC
September 2025 - Present · 1 yr 1 mo
Emerson Equity LLCBroker
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
March 2020 - July 2020 · 4 mos
Ae Wealth Management, LLC
February 2020 - December 2025 · 5 yrs 10 mos
Ridgegate Financial, LLC
May 2018 - August 2020 · 2 yrs 3 mos
State Registrations9 states
AZCACOFLMONDPASCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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