Richline Capital Management Inc.

RIASEC RegisteredEst. 2025
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$451K
Accounts
51
Employees
4
Advisory reps
1

Firm details

Headquarters
Markham Ontario,
CRD number
337765
Registered since
August 6, 2025
Custodians
INTERACTIVE BROKERS LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI95.83%
  • Other3.26%
  • Individuals0.91%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Richline Capital Management Inc. is a small, corporate RIA focused on portfolio management for individual and small-business clients. The firm is SEC-registered (2025) and is owned under a combined foreign-entity/individual structure. Its stated fee model combines a percentage-of-AUM charge with the option for performance-based fees, which suggests the firm may run strategies where relative or absolute performance is an important client deliverable. Investment activity centers on liquid public equities: the firm shows a clear preference for exchange-traded instruments and uses discretionary management across its client base. Richline Capital Management Inc. does not identify as an active ESG investor and does not serve as a pension consultant or related adviser. The client mix is concentrated — individuals and families — which aligns with the emphasis on separately managed accounts and bespoke portfolio decisions rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Ning Liu

    Founder and Chief Investment OfficerCRD 8129340

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Markham Ontario, null

Location

Markham Ontario, null

Headquartered in Markham Ontario, null.

Address
Suite 8037030 Woodbine Ave
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth