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Andrew Steven Holpe

Investment Adviser Representative at RICHMOND QUANTITATIVE ADVISORS, LLC

Richmond, VACRD #6008064Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Steven Holpe has worked in the securities industry since 2012. They are registered to provide investment advisory services in Virginia.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/15/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 7/18/2012
SIE
Securities Industry Essentials Examination
Passed 3/5/2018
Series 82
Limited Representative-Private Securities Offerings
Passed 2/19/2016
Series 79
Investment Banking Registered Representative Examination
Passed 3/23/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Richmond Quantitative Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RICHMOND QUANTITATIVE ADVISORS, LLCCurrent
3/15/2018Richmond, VA
KPMG CORPORATE FINANCE LLC
8/17/20153/5/2018Richmond, VA
EWING BEMISS & CO.
3/26/20128/18/2015Richmond, VA

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at RICHMOND QUANTITATIVE ADVISORS, LLC

1 other advisor in the directory

View RICHMOND QUANTITATIVE ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Steven Holpe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Andrew Steven Holpe - Financial Advisor in Richmond, VA | AdvisorFinder