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RICHARDSON CAPITAL MANAGEMENT, LLC
CRD 130985File 801-63149
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$582.2M
Above cohort median (national)
Discretionary AUM
$447.5M
Non-discretionary $134.7M
Clients
262
261 accounts
Employees
9
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 18, 2004
- Principal office
- W134 N8688 EXECUTIVE PARKWAY, MENOMONEE FALLS, WI, 53051
- Phone
- 262-255-4100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $582.2M
- Discretionary AUM
- $447.5M
- Non-discretionary AUM
- $134.7M
- Discretionary accounts
- 98
- Non-discretionary accounts
- 163
- Total accounts
- 261
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $552K |
| High net worth individuals | 153 | $533.5M |
| Individuals (other than high net worth individuals) | 108 | $48.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.