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| Keyboard |
| Richey Advisors Inc
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|---|---|
| CRD # | 277137 |
| SEC # | 801-131970 |
| CIK # | |
| AUM | 159.7 M (2026-04-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 714-449-9696 |
| Address | 151 N Kraemer Blvd Placentia, CA 92870 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 74.9 |
| (b) Individuals (high net worth individuals) | 37 | 81.1 |
| (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 | 0 | 3.7 |
| (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 | 562 | 159.7 |
| By Discretionary | ||
| Discretionary | 562 | 159.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 562 | 159.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.7 | |
| Total | 562 | 159.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fidelis Financial Planning LLC
✚
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MO | 160.0 M |
|
Steven Feldstein & Associates
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160.0 M | |
|
Kensington Financial Advisors LLC
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NJ | 159.9 M |
|
Read & Powell Financial Services LLC
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NV | 159.7 M |
|
Wiregrass Investment Management LLC
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GA | 159.7 M |
|
Zidel Financial Inc
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|
CO | 159.6 M |
|
Sycamore Investment Consulting Services LLC
✚
|
WI | 159.6 M |
|
Capital Financial LLC
✚
|
MD | 159.4 M |
|
CornerStone Alternatives LLC
✚
|
159.4 M | |
|
Adare Asset Management LLC
✚
|
PA | 159.3 M |