AdvisorOS Directory
Claim Profile
PR

Patton Howell Roark

RICHMOND CAPITAL MANAGEMENT INC·RICHMOND, Virginia
Unclaimed Profile
1509A BELLEVILLE STREET, RICHMOND, VA 23230CRD# 4664157Firm CRD# 104636
01

About

Patton Howell Roark is a registered financial advisor based in RICHMOND, Virginia, affiliated with RICHMOND CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
RICHMOND CAPITAL MANAGEMENT INC
RICHMOND CAPITAL MANAGEMENT INC
AUM
$5.6B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at RICHMOND CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4664157
Firm CRD# 104636
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, Virginia or claim this profile if it's yours.

Browse RICHMOND 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 Patton Howell Roark offer?
Patton Howell Roark specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RICHMOND, Virginia for a consultation.
What are Patton Howell Roark's credentials?
Patton Howell Roark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patton Howell Roark located?
Patton Howell Roark is based in RICHMOND, Virginia, working with RICHMOND CAPITAL MANAGEMENT INC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Patton Howell Roark charge for services?
Patton Howell Roark's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RICHMOND CAPITAL MANAGEMENT INC?
RICHMOND CAPITAL MANAGEMENT INC has approximately 21 employees and manages $5.6B 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 RICHMOND
Geoffrey Bonner Sale — RICHMOND CAPITAL MANAGEMENT INCClavel Tyrus Eubank — CAPGROUP ADVISORS, LLCJames Derrick Wreden — THETFORD INVESTMENT MANAGEMENT, INC.Matthew Joseph Buckley — CAPITAL ADVISORY GROUP, LLCJohn Richard Tashjian — PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Nearby cities in Virginia
ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
ARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile