RV Strategies
Firm details
- Headquarters
- Fairfax, Virginia
- CRD number
- 310973
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
RV Strategies is an independent registered investment adviser organized as a limited liability company. The firm positions itself as a capital allocator that outsources portfolio implementation: its primary advisory activity is the selection of other advisers and third‑party managers rather than running large in‑house investment teams. Ownership is listed as a mix of a domestic entity and an individual. Clients include both individual and family relationships as well as institutional investors. Fee arrangements are reported as “other,” indicating customized or nonstandard billing structures. RV Strategies does not identify as an active ESG investor. The firm also lists an industry affiliation with a law firm.
Assets & Accounts
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
Contacts
2 of 2
William Richardson
Director of Legal & ComplianceCRD 7296729
Phil Ingrassia
PresidentCRD 7301945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairfax, VA
Fairfax City
Location
Fairfax, VA
Headquartered in Fairfax, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax City
- Address
- 3930 University Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Wiseradvisor Paladin
RIAFairfax, VA
David N. Hainsworth, C.P.A., P.C.
RIAFairfax, VA
Halo Capital Management
RIAFairfax, VA
Kingdom Capital Advisors, LLC
RIAFairfax, VA
Traders A.I., Inc.
RIAFairfax, VA
Professional Financial Solutions, LLC
RIAFairfax, VA