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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-12-2020
- Office Locations
- 3
Office Locations
About Happyrich Capital
Happyrich Capital is a Monroe Township, NJ registered investment adviser serving business owners, entrepreneurs, and retirees with holistic financial and wealth planning, including tax, estate, and insurance coordination. The firm emphasizes behavioral coaching to close the “behavior gap” and support long-term decision-making, implementing portfolios primarily with ETFs and mutual funds. Custodied at Charles Schwab and supported by Advyzon.
Reported data analysis
What the numbers show
Of the latest reported AUM, 87.6% is discretionary and 12.4% is non-discretionary.
The firm reports 4 advisory representatives and 55 clients, or 13.8 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 3 reported office locations and 6 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
Riddhi Jain
VICE PRESIDENT
- CRD
- #7510813
- Ownership
- Less than 5%
Anil Kothari
Associate Vice President, VICE PRESIDENT
- CRD
- #7510865
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,485,453 | -- |
| Non-Discretionary | $7,604,845 | -- |
| Total | $61,090,298 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Happyrich Capital has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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