Overview
Assets Under Management: $5.9 billion
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 25
Average Client Assets: $4.5 million
Frequently Asked Questions
RICHMOND CAPITAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104636), RICHMOND CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
RICHMOND CAPITAL MANAGEMENT INC is headquartered in RICHMOND, VA.
RICHMOND CAPITAL MANAGEMENT INC serves 25 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, RICHMOND CAPITAL MANAGEMENT INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
RICHMOND CAPITAL MANAGEMENT INC manages $5.9 billion in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, RICHMOND CAPITAL MANAGEMENT INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.91%
Average Client Assets: $4.5 million
Total Client Accounts: 166
Discretionary Accounts: 161
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 104636
Filing ID: 2064263
Last Filing Date: 2026-03-26 09:11:08