Richmond Capital Management Inc.

Richmond Capital Management Inc. (CRD# 104636) is a financial advisory firm headquartered in Richmond, VA. They manage $5,585,261,000 in 174 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
1509a Belleville Street, Richmond, VA 23230
https://www.richmondcapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    5,585
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $32,099,201
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MI, MO, MS, NY, OH, PA, VA, VT

Financial Advisors at Richmond Capital Management Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Beth Baron, financial advisor Richmond VA
Beth L. Baron
CRD#: 1533451
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235

Beth Baron (CRD# 1533451) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 37 years of experience in the finance industry.

2
Howard Bos, financial advisor Richmond VA
Howard K. Bos
CRD#: 1390430
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235

Howard Bos (CRD# 1390430) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 38 years of experience in the finance industry.

3
Otto Glatt, financial advisor Richmond VA
Otto G. Glatt
CRD#: 2694105
1509a Belleville Street, Richmond, VA 23230

Otto Glatt (CRD# 2694105) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 27 years of experience in the finance industry.

4
Elizabeth Harris, financial advisor Richmond VA
Elizabeth M. Harris
CRD#: 2639456
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235

Elizabeth Harris (CRD# 2639456) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 28 years of experience in the finance industry.

5
Paul Lundmark, financial advisor Richmond VA
Paul H. Lundmark
CRD#: 2072718
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235

Paul Lundmark (CRD# 2072718) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 33 years of experience in the finance industry.

6
Roy McDowell, financial advisor Richmond VA
Roy W. McDowell
CRD#: 1761550
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235

Roy McDowell (CRD# 1761550) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 36 years of experience in the finance industry.

7
Patton Roark, financial advisor Richmond VA
Patton H. Roark
CRD#: 4664157
10800 Midlothian Tpk, Suite 217, Richmond, VA 23235

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.

8
Michael Ibarra, financial advisor Richmond VA
Michael Ibarra
CRD#: 7515309
1509a Belleville Street, Richmond, VA 23230

Michael Ibarra (CRD# 7515309) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 2 years of experience in the finance industry.

9
Stephen Rosa, financial advisor Richmond VA
Stephen M. Rosa
CRD#: 7064274
1509a Belleville Street, Richmond, VA 23230

Stephen Rosa (CRD# 7064274) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has 1 year of experience in the finance industry.

10
Nicholas Sejnost, financial advisor Richmond VA
Nicholas T. Sejnost
CRD#: 5793275
1509a Belleville Street, Richmond, VA 23230

Nicholas Sejnost (CRD# 5793275) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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