$3.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2012
- Office Locations
- 1
Office Locations
-- Harrisburg PA
About Richards Financial
Richards Financial is a retail-focused RIA providing financial planning, charitable giving, and insurance guidance. Portfolios lean on ETFs (and mutual funds), with fixed income used as needed. Fees average about 1% with a published tier schedule, and new accounts can be opened by email and signed via DocuSign; the firm states account insurance up to $5.25M (individual) and $10.25M (joint).
Team overview
52 AVG AGE
$3.0M AVG AUM / ADVISOR
$272.7K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
JOHN KYLE RICHARDS
Managing Principal
- CRD
- #2271571
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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