Richmond Quantitative Advisors, LLC

RIASEC RegisteredEst. 2024
Total AUM
$60M
Discretionary
$50.7M
84% of AUM
Avg account
$714K
Accounts
84
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
288625
Registered since
November 13, 2024
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Investment Companies51.93%
  • HNWI36.58%
  • Individuals7.48%
  • Pooled Investment Vehicles4.01%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Richmond Quantitative Advisors, LLC is an independent RIA that runs quantitative-driven strategies with an emphasis on traded equities and pooled vehicles. The firm provides portfolio management and financial planning to both high-net-worth individuals and institutional clients. It offers a mix of fee models — asset-based fees, hourly and fixed-fee engagements, and performance-based arrangements — which supports both discretionary model management and bespoke advisory relationships. The adviser appears oriented toward liquid, systematic exposure to equity markets, while also sponsoring and managing pooled investment vehicles. Richmond Quantitative Advisors is not positioned as a capital allocator; instead it builds and operates strategies internally and through affiliated pooled funds. The firm is not an active ESG investor and, per its registration, began SEC registration in 2024 as an owner-operated LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Andrew Holpe

    Andrew Holpe

    Managing DirectorCRD 6008064

  • John Ellison

    John Ellison

    Managing DirectorCRD 5925086

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth