Unclaimed Profile

William Harold Schultz

RICHMOND CAPITAL MANAGEMENT INC·RICHMOND, Virginia

Series 63, Series 65Clean record34 years registeredRICHMOND CAPITAL MANAGEMENT INC

10800 MIDLOTHIAN TURNPIKE, RICHMOND, VA 23235CRD# 1708218Firm CRD# 104636

Profile Verification

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

Identity

William Harold Schultz · RICHMOND, VA

Registration

CRD #1708218 · RICHMOND CAPITAL MANAGEMENT INC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RICHMOND CAPITAL MANAGEMENT INC

RICHMOND CAPITAL MANAGEMENT INC

Sep 1991 – Jun 2022

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · September 20, 1991

Years registered · 34

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 William Harold Schultz offer?

William Harold Schultz specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are William Harold Schultz's credentials?

William Harold Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Harold Schultz located?

William Harold Schultz is based in RICHMOND, Virginia, last registered with RICHMOND CAPITAL MANAGEMENT INC.

How does William Harold Schultz charge for services?

William Harold Schultz'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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