|
⚲
|
| Keyboard |
| Richardson Capital Management LLC
✚
|
|
|---|---|
| CRD # | 130985 |
| SEC # | 801-63149 |
| CIK # | 0001621646 |
| AUM | 582.2 M (2026-03-24) |
| Employees | 9 (78% Investors, 22% Brokers) |
| Phone | 262-255-4100 |
| Address | W134 N8688 Executive Parkway Menomonee Falls, WI 53051 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001621646 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.9 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 48.1 |
| (b) Individuals (high net worth individuals) | 153 | 533.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 261 | 582.2 |
| By Discretionary | ||
| Discretionary | 98 | 447.5 |
| Non-Discretionary | 163 | 134.7 |
| Total | 261 | 582.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 582.2 | |
| Total | 261 | 582.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001621646] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Walter C Flower & Co Inc
✚
|
LA | 591.3 M |
|
WP Advisors LLC
✚
|
588.9 M | |
|
HFR Wealth Management LLC
✚
|
588.7 M | |
|
O'Keefe Stevens Advisory Inc
✚
|
585.6 M | |
|
AIMZ Investment Advisors LLC
✚
|
CA | 584.8 M |
|
Avalon Capital Management
✚
|
CA | 582.2 M |
|
Stewart Wealth Management Inc
✚
|
CA | 581.5 M |
|
Mosaic Advisors LLC
✚
|
TX | 580.5 M |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 577.7 M |
|
Rezny Wealth Management Inc
✚
|
FL | 576.0 M |