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Riggs Asset Managment Co. Inc.
Riggs Asset Management Co., Inc. is an SEC-registered investment adviser headquartered in Dallas, Pennsylvania. Founded over 35 years ago, the firm provides personalized financial management and strategic wealth advisory services to individuals, families, trusts, and institutions. Riggs Asset Management emphasizes a team-based approach and operates with a fiduciary duty to always act in the best interests of its clients. The firm has 8 employees, all of whom are investors. Its clients are primarily high-net-worth and retail individuals, as well as charitable organizations and businesses.
Investment Strategy
Riggs Asset Management uses a personalized and holistic approach to wealth management, focusing on both the protection and growth of client assets. The firm aligns its success with client outcomes via a flat fee model based on assets under management, avoiding conflicts of interest inherent in commission-based models. The investment process emphasizes risk management, seeking to balance reward and capital preservation. The investment philosophy involves intentional financial planning, strategic wealth management, and a team-based, fiduciary mindset, tailoring advice to the unique needs and objectives of each client.
Latest 13F Filing Activity
Riggs Asset Managment Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 907 equity positions with a total 13F market value of $407M. The fund increased holdings in Ishares TR, Global X FDS, EQT Corp. among other positions. Riggs Asset Managment Co. Inc. reduced exposure to Ishares TR, Baker Hughes Company, Jefferies Finl Group Inc. among others.
Top Holdings
Equity Positions (907)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | 5.24% | $21.3M | 69,959 | $188.47 | $304.83 | +$1.2M |
N NVDA | NVIDIA CORPORATION | 3.90% | $15.9M | 100,533 | $48.79 | $157.99 | +$4.6M |
P PAVE | GLOBAL X FDS | 3.53% | $14.3M | 329,230 | $28.21 | $43.58 | +$1.6M |
U UTES | ETFIS SER TR I | 3.47% | $14.1M | 186,506 | $64.49 | $75.60 | +$2.3M |
A AVGO | BROADCOM INC | 2.71% | $11.0M | 40,059 | $53.61 | $275.65 | +$4.3M |
Industry Allocation
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