Rich Michaels Investments, LLC

Overview

Rich Michaels Investments, LLC is a small, owner-operated advisory firm led by Rich Michaels that focuses on portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM component with fixed fees and primarily delivers non-discretionary advisory services, meaning clients retain final trading authority while the adviser provides recommendations and portfolio management guidance. Investment activity is tilted toward liquid equity exposures, with the firm reporting a clear preference for exchange-traded equities. The firm serves individual and family clients rather than institutional investors and maintains an affiliation with an insurance company, which can influence product access or client solutions. Rich Michaels Investments is not positioned as an ESG-driven manager, does not operate as a multi-state adviser, and does not identify itself as a capital allocator to multiple underlying managers.

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Public Holdings

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Location & Offices