Rich Michaels Investments, LLC

Overview

Rich Michaels Investments, LLC is a small, privately owned limited liability company that operates as a non-independent retail registered investment adviser. The firm focuses on portfolio management for individuals and small businesses and bills clients via a mix of percentage-of-AUM and fixed fees. It is not positioned as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multi-state adviser. The firm's regulatory profile and reported affiliations indicate a connection to an insurance company, which is consistent with its non-independent classification. Client coverage is concentrated on individual and family relationships rather than institutional or pension consulting mandates.

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