Richmond Brothers, Inc.
● SEC registered since 2011CRD 158916SEC# 801-72736Jackson, MI
Reg. AUM
$240.6M
Employees
20
Accounts
1,866
Location
Jackson, MI
Richmond Brothers, Inc. assets under management
Richmond Brothers, Inc. is an SEC-registered investment adviser based in Jackson, MI. The firm has been registered since 2011. It reports $240.6 million in regulatory assets under management and employs 20 people.
Richmond Brothers, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Richmond Control | President | 50-75% | 2011 |
| Gary Matthew Pirner Control | Chief Compliance Officer | Under 5% | 2018 |
| Matthew Jeremy Curfman Control | Senior Vice President Of Investment Services | 10-25% | 2011 |
Frequently asked questions
How much does Richmond Brothers, Inc. manage?
Richmond Brothers, Inc. reports $240.6 million in regulatory assets under management on its Form ADV.
How many employees does Richmond Brothers, Inc. have?
Richmond Brothers, Inc. reports 20 employees.
Where is Richmond Brothers, Inc. located?
Richmond Brothers, Inc. is based in Jackson, MI and has been SEC-registered since 2011.
Does Richmond Brothers, Inc. disclose fund performance?
Richmond Brothers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3568 Wildwood Avenue, Jackson, MI 49202 |
| Phone | (517) 435-4040 |
| Fax | (517) 905-6030 |
| Office hours | Mo - Thu: 8 a.m. - 6 p.m. & Fri : 8 a.m. - 12 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1698822 |
| Discloses disciplinary history | No |
Regulatory AUM
$240.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$240.6Mregulatory AUM
Discretionary $240.6M