Unclaimed Profile

Roy Wheatley Mcdowell

RICHMOND CAPITAL MANAGEMENT INC·RICHMOND, Virginia

Clean recordRICHMOND CAPITAL MANAGEMENT INC

1509A BELLEVILLE STREET, RICHMOND, VA 23230CRD# 1761550Firm CRD# 104636

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roy Wheatley Mcdowell · RICHMOND, VA

Registration

CRD #1761550 · RICHMOND CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roy Wheatley Mcdowell 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RICHMOND CAPITAL MANAGEMENT INC

AUM

$5.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1761550

Firm CRD# 104636

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roy Wheatley Mcdowell offer?

Roy Wheatley Mcdowell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RICHMOND, Virginia for a consultation.

What are Roy Wheatley Mcdowell's credentials?

Roy Wheatley Mcdowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roy Wheatley Mcdowell located?

Roy Wheatley Mcdowell 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 Roy Wheatley Mcdowell charge for services?

Roy Wheatley Mcdowell'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.

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