Richardson Capital Management, LLC

Overview

Richardson Capital Management, LLC is an independent, SEC-registered registered investment adviser formed in 2004 and organized as a limited liability company. Ownership is described as a combination of a domestic entity and an individual. The firm provides advisory services to individuals, families and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule includes asset-based fees, as well as hourly and fixed fees. The firm identifies itself as a capital allocator and reports being an active ESG investor, indicating that environmental, social and governance considerations factor into its research or selection process. It also lists an affiliation with an insurance company, which may influence product availability or distribution for insurance-linked solutions.

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Location & Offices