Richwood Investment Advisors, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 153550
- Registered since
- June 17, 2021
- Website
- www.richwoodia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.47%
- Individuals21.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Richwood Investment Advisors, LLC is an independent, privately owned registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm’s client focus is individuals and families, and it also provides portfolio management for small-business owners. Its advice is delivered on a fee‑for‑assets basis and includes financial planning alongside discretionary portfolio management. Richwood does not identify as an ESG investor, is not classified as a capital allocator, and does not act as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds26%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Debora Caley
President and CIOCRD 2961803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$64.7M in ETFs
99%
$63.7M
0%
$970K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $29.3M | 39,165 | 45.35% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 5082 Wooster Rd
- Time zone
- ET (UTC-5)
- Office locations
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