Unclaimed Profile

Roy Wheatley Mcdowell

RICHMOND CAPITAL MANAGEMENT INC·RICHMOND, Virginia

Series 3, Series 7, Series 63, Series 65Clean record25 years registeredRICHMOND 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 · 25 years registered

Brand Profile

Not yet started

Career History

RICHMOND CAPITAL MANAGEMENT INC

Aug 2001 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · August 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RICHMOND CAPITAL MANAGEMENT INC

CRD 104636 · SEC 801-17534

AUM

$5.6B

Regulatory assets under management

Employees

174 client accounts

Services offered by RICHMOND CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at RICHMOND CAPITAL MANAGEMENT INC →

Introduction

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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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