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RICHMOND CAPITAL

Legal name: RICHMOND CAPITAL ADVISORS LLC

CRD 327060File 801-128302
APPROVED
Retail clients
Filing as of Feb 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$927K
Bottom 25% of cohort (national)
Discretionary AUM
$927K
Clients
7
10 accounts
Employees
1
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jul 12, 2023
Principal office
2333 BRICKELL AVE, SUITE D1, MIAMI, FL, 33129
Phone
305-510-8833

Assets & accounts

ADV Item 5F
Total regulatory AUM
$927K
Discretionary AUM
$927K
Non-discretionary AUM
$0
Discretionary accounts
10
Non-discretionary accounts
0
Total accounts
10
AUM per client
$132K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)7$927K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.