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| Richwood Investment Advisors LLC
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|---|---|
| CRD # | 153550 |
| SEC # | 801-121520 |
| CIK # | 0001911900 |
| AUM | $155.1 M (2026-03-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 513-871-0123 |
| Address | 5082 Wooster Road Cincinnati, OH 45226 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 6.3 | ||
| Visa Inc | 3.3 | ||
| Apple Inc | 2.8 | ||
| ServiceNow Inc | 2.8 | ||
| Northrop Grumman Corp /DE/ | 2.5 | ||
| Caterpillar Inc | 2.3 | ||
| Lockheed Martin Corp | 2.0 | ||
| Mastercard Inc | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Merck & Co Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 33.4 |
| (b) Individuals (high net worth individuals) | 71 | 121.7 |
| (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 | 0.0 |
| (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 | 449 | 155.1 |
| By Discretionary | ||
| Discretionary | 449 | 155.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 449 | 155.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.1 | |
| Total | 449 | 155.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911900] |
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|---|---|---|
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Natural Bridges Financial Advisors LLC
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CA | 0.2 |
|
Personal Financial Solutions LLC
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NJ | 0.2 |
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BRIA Capital Group LLC
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FL | 0.2 |
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Merrithew & Thorsten Inc
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CA | 0.2 |
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Financial Legacy Management Inc
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AR | 0.2 |
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Decision Investments Inc
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CA | 0.2 |
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RBG Wealth Advisors LLC
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TN | 0.2 |
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Butler Financial Services Inc
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CO | 0.2 |
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Capital Achievements LLC
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0.2 | |
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Diversified Planning Strategies Advisors LLC
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NJ | 0.2 |