Richmond Investment Services LLC
● SEC registered since 2024CRD 327451SEC# 801-129477Mequon, WI
Reg. AUM
$453.2M
Employees
14
Accounts
1,438
Location
Mequon, WI
Richmond Investment Services LLC assets under management
Richmond Investment Services LLC is a registered investment adviser overseen by the SEC based in Mequon, WI. The firm has been registered since 2024. It reports $453.2 million in regulatory assets under management and employs 14 people.
Richmond Investment Services LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Riley Richmond Control | Principal/Ceo/Cco | Over 75% | 2006 |
Frequently asked questions
How much does Richmond Investment Services LLC manage?
Richmond Investment Services LLC reports $453.2 million in regulatory assets under management on its Form ADV.
How many employees does Richmond Investment Services LLC have?
Richmond Investment Services LLC reports 14 employees.
Where is Richmond Investment Services LLC located?
Richmond Investment Services LLC is based in Mequon, WI and has been SEC-registered since 2024.
Does Richmond Investment Services LLC disclose fund performance?
Richmond Investment Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7702 W Mequon Rd, Mequon, WI 53097-3217 |
| Phone | 262-242-4200 |
| Fax | 262-242-4200 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$453.2M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$453.2Mregulatory AUM
Discretionary $453.2M