A complete list of active advisors currently associated with Richardson Capital Management, LLC

Warmer can help you find a great advisor at Richardson Capital Management, LLC or one who fits your needs even better.

Richardson Capital Management is a team-based registered investment adviser with seven advisors managing roughly $582 million for about 261 clients. It serves individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations and provides discretionary investment management alongside wealth management, family office services, retirement-plan consulting, portfolio analysis, and stand‑alone consulting on financial, tax, insurance and estate planning. The firm implements both long- and short-term strategies across individual equities, fixed income, mutual funds and ETFs and may utilize interval funds and allocations to unaffiliated private investment funds when appropriate. It also provides comprehensive supplemental reporting that can incorporate “held‑away” assets and uses the Pontera platform to assist in managing held‑away retirement and education accounts; Richardson treats cash as an asset class and does not exercise discretionary authority to purchase cryptocurrencies, instead advising alternative vehicles for crypto exposure. Noteworthy distinctions include a formal Family Office offering for clients with significant financial complexities, the operational use of ByAllAccounts and Pontera for held‑away reporting/management (a capability less common among peers), and explicit disclosures about affiliated insurance operations and a staff member who is a commission‑registered representative. The firm also provides ERISA‑level retirement plan consulting and engages in custody‑related practices that can trigger independent examination requirements, all of which are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Richardson Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.