Happyrich Capital

Overview

Happyrich Capital is an independent registered investment advisor organized as a corporation with ownership described as a combination of a foreign entity and an individual. The firm serves both individual and family clients as well as institutional clients, and its advisory work focuses on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges a percentage of assets under management and may also bill hourly or via fixed fees. Happyrich Capital is flagged as a distributor of other financial products, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices