RICHMOND CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1982

Total AUM

$5.9B

Discretionary

$5.9B

100% of AUM

Avg account

$35.7M

Accounts

166

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 104636
Registered since: September 2, 1982
Website: www.richmondcap.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, TRUIST SECURITIES
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles31.9%
State / Municipal Government21.77%
Pension & Profit Sharing Plans21.58%
Corporations / Businesses13.01%
Charitable Organizations8.37%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Richmond Capital Management Inc is a corporate RIA that has been SEC-registered since 1982 and serves both high-net-worth individuals and institutional clients. The firm runs a fee model that combines a percentage-of-AUM charge with performance-based fees, and it also operates in roles that include CPO/CTA activity and sponsorship/management of pooled investment vehicles. Investment positioning tilts toward fixed-income: the firm runs sizeable separately managed account programs and private funds but emphasizes capital preservation and income generation through government and high-quality debt. Richmond Capital Management identifies as an active ESG investor and incorporates those criteria into manager selection and portfolio construction. That ESG stance is applied across its fixed-income allocations and when selecting external alternatives managers. The firm also provides educational seminars and workshops as part of its advisory activities, and it acts as sponsor or general partner for pooled vehicles it manages.