MENOMONEE FALLS, WICRD 130985Latest ADV March 24, 2026
Richardson Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menomonee Falls, WI. Its latest Form ADV filing, dated March 24, 2026, reports $582M in regulatory assets under management, 9 employees, 1 office, and 261 accounts.
Assets Under Management
$582M
Employees
9
Offices
1 office
Total Clients
262
Primary office
MENOMONEE FALLS, WI
W134 N8688 EXECUTIVE PARKWAY, MENOMONEE FALLS, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.4% of total clients.
Top client categories% of clientsClients
1
HNWI
58.4%
153
2
Individuals
41.2%
108
3
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$582Mas of March 24, 2026
Discretionary76.9%
$447M
77% of total RAUM76.9%
Non-discretionary23.1%
$135M
23% of total RAUM23.1%
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$582M
Total Accounts261
10Y AUM Change+$380M (+187.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee29:1
10Y Employee Change+4 (+80.0%)
* 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.