Firm profile

RICHMOND QUANTITATIVE ADVISORS, LLC

CRD 288625Latest ADV March 31, 2026

Richmond Quantitative Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 31, 2026, reports $60M in regulatory assets under management, 2 employees, and 84 accounts.

Assets Under Management
$60M
Employees
2
Offices
--
Total Clients
46
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn D. Ellison

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 60.9% of total clients.
Top client categories% of clientsClients
1
Individuals
60.9%
28
2
HNWI
34.8%
16
3
Investment Cos.
2.2%
1
4
Pooled Investment Vehicles
2.2%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$60Mas of March 31, 2026
Discretionary84.5%
$51M
84% of total RAUM84.5%
Non-discretionary15.5%
$9M
16% of total RAUM15.5%
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.

Total AUM$60M
Total Accounts84
10Y AUM Change+$40M (+201.5%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee23:1
10Y Employee Change0 (0.0%)

* 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.