Richardson Capital Management, LLC
● SEC registered since 2004CRD 130985SEC# 801-63149Menomonee Falls, WI
Reg. AUM
$582.2M
Employees
9
Accounts
261
Location
Menomonee Falls, WI
Richardson Capital Management, LLC assets under management
Richardson Capital Management, LLC is an investment advisory firm registered with the SEC based in Menomonee Falls, WI. The firm has been registered since 2004. It reports $582.2 million in regulatory assets under management and employs 9 people.
Richardson Capital Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Plr Irrevocable Trust Control | Member | 50-75% | 2004 |
| Scott Patrick Richardson Control | President & Chief Compliance Officer | Under 5% | 2004 |
| Spr Irrevocable Trust Control | Member | 25-50% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Richardson Capital Management, LLC manage?
Richardson Capital Management, LLC reports $582.2 million in regulatory assets under management on its Form ADV.
How many employees does Richardson Capital Management, LLC have?
Richardson Capital Management, LLC reports 9 employees.
Where is Richardson Capital Management, LLC located?
Richardson Capital Management, LLC is based in Menomonee Falls, WI and has been SEC-registered since 2004.
Does Richardson Capital Management, LLC disclose fund performance?
Richardson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | W134 N8688 Executive Parkway, Menomonee Falls, WI 53051 |
| Phone | 262-255-4100 |
| Fax | 262-255-4410 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1621646 |
| Discloses disciplinary history | No |
Regulatory AUM
$582.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$582.2Mregulatory AUM
Discretionary $447.5MNon-discretionary $134.7M