Richmond Capital Management Inc

RIASEC Registered

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, owner-operated institutional RIA that manages portfolios for both individual/family clients and institutional investors. The firm is SEC-registered (registered in 1982) and combines asset-based advisory fees with performance-based fee arrangements. Its service footprint includes direct portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses and institutions, and educational seminars or workshops. Richmond Capital also conducts activities as a CPO/CTA and serves as sponsor, general partner, or managing member of pooled investment vehicles. The firm identifies as an active ESG investor and was named one of CNBC’s Top 100 Financial Advisory Firms in 2019.