$640.0M Total AUM
$628.7M Disc. AUM
10.8% 3Y CAGR
8 Employees
842 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-25-1991
- Office Locations
- 1
Office Locations
THE Grand Highlands TWO Newberry Estates Dallas PA
About Riggs Asset Management CO INC
Riggs Asset Management provides family-focused wealth management and financial planning, including cash-flow and retirement planning and guidance around major life events like buying or selling a business or property. The firm pairs holistic planning with tactical investment management, leaning on diversified ETF and fixed-income allocations. Custodies primarily at Charles Schwab.
Team overview
60 AVG AGE
$80.0M AVG AUM / ADVISOR
$760.1K AVG AUM / CLIENT
17.5 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
ROBERT HAMILTON GRAHAM
President
- CRD
- #1994460
- Ownership
- 50% but less than 75%
Available
Available
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ELIZABETH BRIDGET GRAHAM
Chief Operating Officer
- CRD
- #4347616
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 6 owners & executives
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Adam Jeffrey Glassman
Vice President
- CRD
- #8085279
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Dimitri David Gnall
--
- CRD
- #7891428
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $628,748,431 | $713,676 |
| Non-Discretionary | $11,243,047 | $261,466 |
| Total | $639,991,478 | $692,631 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | 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 |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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