Richwood Investment Advisors, LLC
● SEC registered since 2021CRD 153550SEC# 801-121520Cincinnati, OH
Reg. AUM
$155.1M
Employees
1
Accounts
449
Location
Cincinnati, OH
Richwood Investment Advisors, LLC assets under management
Richwood Investment Advisors, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2021. It reports $155.1 million in regulatory assets under management and employs 1 people.
Richwood Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Debora Ann Caley Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Richwood Investment Advisors, LLC manage?
Richwood Investment Advisors, LLC reports $155.1 million in regulatory assets under management on its Form ADV.
How many employees does Richwood Investment Advisors, LLC have?
Richwood Investment Advisors, LLC reports 1 employees.
Where is Richwood Investment Advisors, LLC located?
Richwood Investment Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2021.
Does Richwood Investment Advisors, LLC disclose fund performance?
Richwood Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5082 Wooster Road, Suite 100, Cincinnati, OH 45226 |
| Phone | (513) 871-0123 |
| Fax | (513) 871-0124 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$155.1Mregulatory AUM
Discretionary $155.1M