Firm profile

RICHMOND CAPITAL

MIAMI, FLCRD 327060Latest ADV February 11, 2026

Richmond Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated February 11, 2026, reports $927,000 in regulatory assets under management, 1 employee, and 10 accounts.

Assets Under Management
$927K
Employees
1
Offices
--
Total Clients
7
Primary office
MIAMI, FL
2333 BRICKELL AVE, SUITE D1, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODaniel J. Richmond

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$927Kas of February 11, 2026
Discretionary100.0%
$927K
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Latest AUM$927K
Total Accounts10
10Y AUM Change+$927K

Employee Growth by Quarter

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

Total Employees1
Clients per Employee7:1
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.