Richmond Capital Management Inc.

Richmond Capital Management Inc. (CRD# 104636) is a financial advisory firm headquartered in Richmond, VA. They manage $5,756,900,000 in 230 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,757
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $25,030,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MA, MI, MO, MS, NE, NH, NJ, NY, OH, PA, TX, VA, WI

Financial Advisors at Richmond Capital Management Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Beth L. Baron
CRD#: 1533451
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235
96
Wealthminder
score

Beth Baron (CRD# 1533451) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 30 years of experience in the finance industry. Beth Baron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Howard K. Bos
CRD#: 1390430
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235
96
Wealthminder
score

Howard Bos (CRD# 1390430) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 32 years of experience in the finance industry.

3
Paul H. Lundmark
CRD#: 2072718
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235
96
Wealthminder
score

Paul Lundmark (CRD# 2072718) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 26 years of experience in the finance industry.

4
William H. Schultz
CRD#: 1708218
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235
96
Wealthminder
score

William Schultz (CRD# 1708218) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 29 years of experience in the finance industry.

5
Mark J. Walker
CRD#: 1412104
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235
96
Wealthminder
score

Mark Walker (CRD# 1412104) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 32 years of experience in the finance industry.

6
Elizabeth M. Harris
CRD#: 2639456
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235
93
Wealthminder
score

Elizabeth Harris (CRD# 2639456) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 22 years of experience in the finance industry.

7
Roy W. McDowell
CRD#: 1761550
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235
93
Wealthminder
score

Roy McDowell (CRD# 1761550) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 29 years of experience in the finance industry.

8
Patton H. Roark
CRD#: 4664157
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235
90
Wealthminder
score

Patton Roark (CRD# 4664157) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.