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They include 566 individual clients, 99 high-net-worth individuals and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Richmond Brothers offer?","answer":"Richmond Brothers provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Richmond Brothers charge?","answer":"Richmond Brothers charges 1.00%–1.75% a year for its Comprehensive Portfolio Management. Each asset band is charged at its own rate. The fee requires an account of at least $250,000.","source":"RB - FORM ADV PART 2A - FIRM BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Richmond Brothers use?","answer":"Richmond Brothers’ separately managed account assets are held at Fidelity Brokerage Services LLC (Omaha, NE), with $241M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Richmond Brothers have?","answer":"Richmond Brothers has 5 investment adviser representatives registered with state securities authorities, out of 20 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Richmond Brothers invest in?","answer":"At the end of its last fiscal year, Richmond Brothers’ separately managed accounts held 68% exchange-traded equities, 10% U.S. government and agency bonds, 10% investment grade corporate bonds, 7% cash and equivalents, 4% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Alternative Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Richmond Brothers have a minimum investment?","answer":"Yes, Richmond Brothers’ minimum account size for its Comprehensive Portfolio Management is $250K.","source":"RB - FORM ADV PART 2A - FIRM BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Richmond Brothers?","answer":"Richmond Brothers’ direct owners are David Richmond (50% to 75%) and Matthew Curfman (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Richmond Brothers get paid?","answer":"Richmond Brothers is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}