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RICHARDSON CAPITAL MANAGEMENT, LLC
CRD 130985 · SEC 801-63149
W134 N8688 EXECUTIVE PARKWAY, MENOMONEE FALLS, WI, 53051, United States
Phone
262-255-4100
Fax
262-255-4410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$582.2M
Discretionary AUM
$447.5M
Team
9 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ANALYSIS OF EXISTING PORTFOLIOS AND ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $48.1M |
| High net worth individuals | 153 | $533.5M |
| Charitable organizations | 1 | $552K |
States served
IL, LA, MN, NE, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD