Firm profile

RIGGS ASSET MANAGEMENT CO INC

DALLAS, PACRD 107233Latest ADV February 26, 2026

Riggs Asset Management Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, PA. Its latest Form ADV filing, dated February 26, 2026, reports $640M in regulatory assets under management, 8 employees, 2 offices, and 924 accounts.

Assets Under Management
$640M
Employees
8
Offices
2 offices
Total Clients
430
Primary office
DALLAS, PA
THE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, DALLAS, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSusan A. Shoemaker
COOElizabeth B. Graham

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 62.3% of total clients.
Top client categories% of clientsClients
1
Individuals
62.3%
268
2
HNWI
33.0%
142
3
Corporations
3.0%
13
4
Charitable
1.6%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$640Mas of February 26, 2026
Discretionary98.2%
$629M
98% of total RAUM98.2%
Non-discretionary1.8%
$11M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$640M
Total Accounts924
10Y AUM Change+$336M (+110.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee54:1
10Y Employee Change+2 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.