Richmond Investment Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mequon, WI. Its latest Form ADV filing, dated March 23, 2026, reports $453M in regulatory assets under management, 13 employees, 1 office, and 1,438 accounts.
Top client segmentIndividuals represent 54.4% of total clients.
Top client categories% of clientsClients
1
Individuals
54.4%
484
2
HNWI
44.2%
393
3
Charitable
0.8%
7
4
Corporations
0.4%
4
5
Pension Plans
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$453Mas of March 23, 2026
Discretionary100.0%
$453M
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.
Total AUM$453M
Total Accounts1,438
10Y AUM Change+$453M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee68:1
10Y Employee Change-2 (-13.3%)
* 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.