RICHARDSON CAPITAL MANAGEMENT, LLC
SEC RegisteredExperienced Boutique Wealth Management
About the firm
Richardson is a boutique wealth management firm that develops tailor-made financial plans for client families using a proprietary process called The Informed Decision Approach™. The firm is independent, not affiliated with any bank, insurance company, or Wall Street firm, and adheres to fiduciary standards. It offers comprehensive and personalized wealth management services across investment management, financial planning, tax planning, estate planning, and insurance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial and tax planning, estate planning, insurance and risk management, concierge services including year-end tax projections, coordination of retirement account distributions, charitable contributions of appreciated securities, and assistance with recurring bill payment.
Who they serve
Successful and busy families at various life stages, including young singles, young growing families, empty nesters nearing retirement, successful business owners, retired couples, and widows/widowers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $48M |
| High Net Worth Individuals | 153 | $534M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RICHARDSON CAPITAL MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.
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