PPrivate Fund Data Log in Join · $37/mo

Richwood Investment Advisors, LLC

● SEC registered since 2021CRD 153550SEC# 801-121520Cincinnati, OH
Export (members)
Reg. AUM
$137.4M
Employees
1
Accounts
442
Location
Cincinnati, OH

Richwood Investment Advisors, LLC assets under management

Richwood Investment Advisors, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2021. It reports $137.4 million in regulatory assets under management and employs 1 people.

Richwood Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Debora Ann Caley ControlManaging Member/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Richwood Investment Advisors, LLC manage?

Richwood Investment Advisors, LLC reports $137.4 million in regulatory assets under management on its Form ADV.

How many employees does Richwood Investment Advisors, LLC have?

Richwood Investment Advisors, LLC reports 1 employees.

Where is Richwood Investment Advisors, LLC located?

Richwood Investment Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2021.

Does Richwood Investment Advisors, LLC disclose fund performance?

Richwood Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5082 Wooster Road, Suite 100, Cincinnati, OH 45226
Phone(513) 871-0123
Fax(513) 871-0124
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$137.4M
Non-discretionary$0
Total (RAUM)$137.4M