AdvisorOS Directory
Claim Profile
RC

Richard George Chisholm

EVOLUTION CAPITAL MANAGEMENT LLC·SANTA MONICA, California
Unclaimed Profile
2425 OLYMPIC BLVD. SUITE 120E, SANTA MONICA, CA 90404CRD# 5054290Firm CRD# 161668
01

About

Richard George Chisholm is a registered financial advisor based in SANTA MONICA, California, affiliated with EVOLUTION CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EVOLUTION CAPITAL MANAGEMENT LLC
EVOLUTION CAPITAL MANAGEMENT LLC
AUM
$646M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at EVOLUTION CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 5054290
Firm CRD# 161668
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard George Chisholm offer?
Richard George Chisholm specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Richard George Chisholm's credentials?
Richard George Chisholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard George Chisholm located?
Richard George Chisholm is based in SANTA MONICA, California, working with EVOLUTION CAPITAL MANAGEMENT LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Richard George Chisholm charge for services?
Richard George Chisholm's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVOLUTION CAPITAL MANAGEMENT LLC?
EVOLUTION CAPITAL MANAGEMENT LLC has approximately 13 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANTA MONICA
Jeffrey Miller — ALIGN IMPACT, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLCTheresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCRonald Dennis Cordes — ALIGN IMPACT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile