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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-15-1996
- Office Locations
- 1
Office Locations
About Richard Lees Capital Management
Richard Lees Capital Management is a boutique California RIA providing tailored, separately managed portfolios built around each client’s goals and risk profile. Strategies span individual stocks, bonds, options, ETFs, and selectively allocated digital assets/crypto when appropriate. Serves individuals, trusts/corporations, and retirement accounts (IRAs/401k conversions). Clients work directly with founder Richard Lees, a decades-long portfolio manager and published market commentator (Barron’s, 21 Forward).
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Owner & Executives
RICHARD LEES
Investment Advisor, President
- CRD
- #2713733
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,590,450 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,590,450 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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