Richmond Brothers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$232,227,588
Clients
665
Advisors
4
of 20 employees
About
Richmond Brothers, Inc. is a team investment adviser that manages roughly $240.6 million for individuals (including high‑net‑worth clients), charitable organizations, pension and profit‑sharing plans, and various business entities. The firm offers comprehensive portfolio management and financial planning and consulting, and additionally provides Medicare consulting through a partnership with Advisor Excel Medicare Solutions.
For discretionary accounts Richmond Brothers implements portfolios using ETFs, mutual funds, individual stocks and bonds, and may allocate to model portfolios managed by sub‑advisors (including a platform relationship with AE Wealth Management); accounts are monitored and reviewed on a regular basis with sub‑advisor activity overseen by the firm. The firm employs a range of analytical methods (macro, fundamental, technical, cyclical) and may use long‑ and short‑term trading, trading within 30 days, and options strategies where appropriate.
What is less common among peers is that Richmond Brothers sponsors and syndicates private placement funds through an affiliated manager for accredited investors and discloses potential conflicts related to affiliated personnel’s roles in portfolio companies. The firm also discloses the use of paid testimonials and endorsements (with written agreements) and co‑sponsors client education events, practices that the firm notes and documents under its compliance disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees generally range from $1,000 to $2,000 for financial planning and consulting services
$0 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.55% $1,000,000.01 - $5,000,000: 1.15% $5,000,000.01+: 1.00%
Receive 50% of commissions earned on insurance products sold through Advisors Excel Medicare Solutions; clients do not pay these fees directly
$250 to $300 per hour for financial advisors, $50 to $75 per hour for administrative time
Account minimum: $250,000 Fee-only: Hourly fees $250 to $300 for advisors, $50 to $75 for administrative time; Flat fees range from $1,000 to $2,000
Main office
3568 Wildwood Ave
Jackson MI 49202
Advisors at this office
4
Most active in
Arizona · Florida · Michigan · North Carolina · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Adriaan V
Series 65
Jackson, MI
Richmond Brothers, Inc.
Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.
Matthew C
CFP®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
Matthew Curfman is a CFP® with 15 years of experience in the financial industry, currently serving at Richmond Brothers, Inc. since 2011. He is also involved with the Jackson YMCA Board of Directors as Chief Volunteer Officer and manages a private fund through RBI PI Manager, LLC. Richmond Brothers, Inc. manages approximately $240.6 million for individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing diverse investment strategies and sponsoring private placement funds for accredited investors.
Daniel V
CFP®, Series 66
Jackson, MI
Richmond Brothers, Inc.
Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.
David R
ChFC®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
David Richmond is a ChFC® credentialed financial advisor with Richmond Brothers, Inc. in Jackson, MI, where he has worked for 15 years. He has 17 years of industry experience. Outside of advising, he serves on the boards of the Lingap Children's Foundation and BioVentrix, Inc., and is an independent insurance agent specializing in fixed life insurance, long-term care, and fixed annuities. Richmond Brothers, Inc. serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs an individualized, fiduciary approach using a variety of investment strategies and sponsors private placement funds managed through an affiliated manager.
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