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- Custodian
- Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-28-2011
- Office Locations
- 1
Office Locations
About Richmond Brothers, Inc.
Richmond Brothers is a family-owned advisory firm in Jackson, Michigan focused on retirement and financial planning. The team delivers written plans and custom retirement-income strategies, using portfolio risk scoring (Nitrogen/Riskalyze) and ongoing education via workshops and a weekly news roundup. Portfolios are implemented primarily with ETFs. CEO/co-owner Matthew J. Curfman authored “FearLESS Retirement,” reinforcing the firm’s retirement-income focus.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID SCOTT RICHMOND
Advisor, President
- CRD
- #2256619
- Ownership
- 50% but less than 75%
MATTHEW JEREMY CURFMAN
Owner
- CRD
- #3268909
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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KEVIN JOHN KOWALSKI
--
- CRD
- #4593388
Adriaan Francois van Wyk
Advisor
- CRD
- #7260312
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,609,821 | $128,944 |
| Non-Discretionary | $0 | -- |
| Total | $240,609,821 | $128,944 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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