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Richards Capital Management LLC (Beverly Hills)


Richards Capital Management LLC is a large advisory firm based in Beverly Hills. It manages $50 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, New York, and Virginia.

Richards Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Richards Capital Management: assets under management

The assets under management (AUM) of Richards Capital Management LLC is $50 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Richards Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Beverly Hills

The principal office where Richards Capital Management LLC performs its advisory services is located at 120 S. El Camino Drive, Suite 220, Beverly Hills, CA 90212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-550-0199 or by fax 310-550-0196. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.


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