LORD AND RICHARDS

Overview

Lord And Richards is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm operates primarily on a percentage-of-AUM fee model and serves individual and family clients, with advisory services centered on financial planning and discretionary portfolio management for individuals and small businesses. Ownership is listed as an individual-owner structure. The firm is not positioned as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor. Lord And Richards maintains an industry affiliation with an insurance company, which may influence distribution or product relationships. The firm’s classification and service set indicate a boutique wealth-management focus rather than institutional or large-scale advisory operations.

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Public Holdings

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Location & Offices