RICHWOOD INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 153550
- Registered since
- June 17, 2021
- Website
- www.richwoodia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.47%
- Individuals21.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Richwood Investment Advisors, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2021. The firm is organized as an LLC and serves a client base composed primarily of individuals and families, providing financial planning and discretionary portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. Richwood does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds26%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1DEBORA CALEY
President and CIOCRD 2961803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$64M in ETFs
99%
$63.3M
0%
$768K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.2M | 40,152 | 40.96% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 5082 Wooster Rd
- Time zone
- ET (UTC-5)
- Office locations
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