Richards, Merrill & Peterson, Inc.
● SEC registered since 2018CRD 713SEC# 801-113034Spokane, WA
Reg. AUM
$643.6M
Employees
10
Accounts
1,280
Location
Spokane, WA
Richards, Merrill & Peterson, Inc. assets under management
Richards, Merrill & Peterson, Inc. is an investment advisory firm registered with the SEC based in Spokane, WA. The firm has been registered since 2018. It reports $643.6 million in regulatory assets under management and employs 10 people.
Richards, Merrill & Peterson, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles David Cowgill Control | Ria Co-Cco | Under 5% | 2026 |
| John Scott Larson Control | Ceo Chairman Of The Board | 25-50% | 2026 |
| Mark J Calkins Control | President Co-Cco | 10-25% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Richards, Merrill & Peterson, Inc. manage?
Richards, Merrill & Peterson, Inc. reports $643.6 million in regulatory assets under management on its Form ADV.
How many employees does Richards, Merrill & Peterson, Inc. have?
Richards, Merrill & Peterson, Inc. reports 10 employees.
Where is Richards, Merrill & Peterson, Inc. located?
Richards, Merrill & Peterson, Inc. is based in Spokane, WA and has been SEC-registered since 2018.
Does Richards, Merrill & Peterson, Inc. disclose fund performance?
Richards, Merrill & Peterson, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 612 West Main Ave., The M Building Suite 201, Spokane, WA 99201-0645 |
| Phone | 509-624-3174 |
| Fax | 509-455-6392 |
| Office hours | 6:30a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 90108 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$643.6M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$643.6Mregulatory AUM
Discretionary $550.4MNon-discretionary $93.2M