CRD: 130985
Richardson Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2004
- Office Locations
- 1
Office Locations
About Richardson Capital Management, LLC
Richardson Capital Management (Richardson Financial) is a boutique wealth management firm serving successful, busy families and business owners with increasingly complex financial lives. They build tailored, comprehensive plans spanning investment strategy, tax planning, insurance, and estate planning, with portfolios that include ETFs and mutual funds. A differentiator is their proprietary Informed Decision Approach™; client assets are custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Scott P Richardson
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #1859684
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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BRYAN RICHARD BECKER
Wealth Advisor
- CRD
- #5486660
DANIEL PATRICK BROWN
Director
- CRD
- #2089350
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $447,498,364 | $4,566,310 |
| Non-Discretionary | $134,711,145 | $826,449 |
| Total | $582,209,509 | $2,230,688 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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