RICHMOND BROTHERS, INC.

Overview

Richmond Brothers, Inc. is an independently owned registered investment adviser operating since 2011. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting other investment managers. Compensation structures include asset-based fees alongside hourly and fixed-fee arrangements. Richmond Brothers is not an active ESG investor and does not identify as a multi-state adviser; it also does not list pension consulting as part of its service set. The firm appears to take an active role in alternative structures: it lists industry affiliations as sponsor, general partner, and managing member of pooled investment vehicles, which suggests it both allocates to external managers and can be involved in operating or sponsoring pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives