AdvizorPro

Lord AND Richards

Lord AND Richards. CRD 328907

L

CRD: 328907

Lord AND Richards

Highlands Ranch, CO, 80129
7202146801
$128.8M Total AUM
$128.8M Disc. AUM
-- 3Y CAGR
18 Employees
1,228 ADV. Clients
3 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
02-01-2023
Office Locations
2

Office Locations

8744 Lucent Blvd Suite 100 Highlands Ranch CO
-- Hudson FL

About Lord AND Richards

Lord AND Richards is a Highlands Ranch-based RIA with 2 offices. The firm has been operating for 3 years. Managing $128.8M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.

Team overview

46 AVG AGE
$16.1M AVG AUM / ADVISOR
$104.9K AVG AUM / CLIENT
2.2 yrs AVG TENURE
18 Employees
8 Advisory Reps
8 RIA Reps
3yrs Firm Age

Insights

Request access to benchmark trends tied to ember.
Open the full profile to inspect shifts in timber quantum.
Full visibility includes strategy notes for insight glacier.
Upgrade to reveal position-level detail across foundation alpha.
See the complete signal summary connected to atlas wave.
Request access to benchmark trends tied to zenith.
Request access to benchmark trends tied to signal meridian.
Premium access reveals conviction themes in beacon frontier frontier.

Asset Classes

Momentum

Investment Themes

Fusion beacon Unison pathway

Investment Vehicles

Optima

Services

Radial Ridge Matrix ridge

Owner & Executives

COLIN TIMOTHY RICHARDS

COLIN TIMOTHY RICHARDS

Financial Advisor, General Partner, Managing Partner, President

CRD
#6371463
Ownership
75% or more
(595) 415-7674
zenith.peak@wavecapital.com
in linkedin.com/in/oak-beacon
Kari Dawn Beers

Kari Dawn Beers

Certified Financial Planner

CRD
--
Ownership
Less than 5%
(359) 696-4720
alpha.focus@northcapital.com
in linkedin.com/in/glacier-glacier
R

Radial crest

Matrix atlas

CRD
#12392
Ownership
35.2%
(466) 900-8449
pioneer.horizon@atlascapital.com
in linkedin.com/in/delta-matrix

Showing 2 of 3 owners & executives

Unlock all

Contacts

Jonathan Luke Glazier

Jonathan Luke Glazier

Financial Advisor

CRD
#7787873
(486) 533-6644
harbor.north@pioneercapital.com
in linkedin.com/in/prime-zenith
LUKE TAYLOR GREGORY

LUKE TAYLOR GREGORY

Client Service Specialist

CRD
#7601539
(872) 711-3944
atlas.fusion@horizoncapital.com
in linkedin.com/in/fusion-delta
D

Delta insight

Vital bridge

CRD
#43032
(981) 938-3032
bridge.radial@beaconcapital.com
in linkedin.com/in/element-harbor

Showing 2 of 8 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-18-2024
12-11-2025
05-07-2026
Category Assets AVG. Account size
Discretionary $128,761,154 $94,469
Non-Discretionary $0 --
Total $128,761,154 $94,469

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $128,761,154

$128.8M Total SMA
Public Funds:
34.0%
Equity - Exchange:
23.1%
Cash:
42.9%
Asset class Assets Assets %
Public Funds $923,737,751 34.0%
Equity - Exchange $627,598,296 23.1%
Cash $1,165,539,692 42.9%
Total $2,716,875,739 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform