CRD: 153550
Richwood Investment Advisors, LLC
$155.1M Total AUM
$155.1M Disc. AUM
-- 3Y CAGR
1 Employees
156 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2010
- Office Locations
- 1
Office Locations
5082 Wooster Road Suite 100 Cincinnati OH
About Richwood Investment Advisors, LLC
Richwood Investment Advisors, LLC is an independent, fee-based wealth manager in Cincinnati serving retail investors, including retirees and business owners. The firm delivers personalized financial planning and disciplined, ongoing portfolio management focused on growing and protecting client wealth. Portfolios are implemented primarily with ETFs and mutual funds, with custody including Charles Schwab.
Team overview
-- AVG AGE
$155.1M AVG AUM / ADVISOR
$994.1K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DEBORA ANN CALEY
Chief Compliance Officer, Managing Member
- CRD
- #2961803
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,072,855 | $345,374 |
| Non-Discretionary | $0 | -- |
| Total | $155,072,855 | $345,374 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | 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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