RV Strategies

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Fairfax, Virginia
CRD number
310973
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • William Richardson

    William Richardson

    Director of Legal & ComplianceCRD 7296729

  • Phil Ingrassia

    PresidentCRD 7301945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth