RICHMOND CAPITAL

Overview

Richmond Capital is a small, individual-owned advisory firm focused on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and concentrates its client base on individual and family relationships rather than institutions or pensions. Investment activity is heavily equity-oriented, with discretionary mandates that favor exchange-traded instruments for core exposure. Richmond Capital is not positioned as an ESG investor and does not advertise multi-state advisory coverage. The firm registered with the SEC in 2023 and describes its advisory scope primarily as direct portfolio management. Given its size and custodian choices, the manager appears to favor liquid, publicly traded securities and low-friction execution, while retaining the ability to allocate to third-party alternative managers for specific exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices