Richwood Investment Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Richwood Investment Advisors LLC
CRD #153550
SEC #801-121520
CIK #0001911900
AUM 155.1 M (2026-03-19)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone513-871-0123
Address5082 Wooster Road
Cincinnati, OH 45226
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
16012896643202008201420202027
CIK Period
0001911900
Sector Form 13F Holdings Value ($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
Home Depot Inc 1.5
Tractor Supply Co /DE/ 1.3
Lowes Companies Inc 1.3
Microsoft Corp 1.2
McDonalds Corp 1.2
Health Care REIT Inc /DE/ 1.2
Johnson & Johnson 1.2
UnitedHealth Group Inc 1.1
Deere & Co 1.1
Snap-On Inc 1.0
Boeing Co 1.0
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
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]
Firm Profile (Form ADV)
ServesRetail
Comparable Firms State AUM
Natural Bridges Financial Advisors LLC
CA 155.8 M
Personal Financial Solutions LLC
NJ 155.6 M
BRIA Capital Group LLC
FL 155.1 M
Merrithew & Thorsten Inc
CA 155.0 M
Financial Legacy Management Inc
AR 155.0 M
Decision Investments Inc
CA 154.9 M
RBG Wealth Advisors LLC
TN 154.8 M
Butler Financial Services Inc
CO 154.7 M
Capital Achievements LLC
154.6 M
Diversified Planning Strategies Advisors LLC
NJ 154.4 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com