Richmond Capital Management Inc
- Regulatory AUM
- $5.9B
- Discretionary
- $5.9B
- Clients
- 166
- Avg AUM / client
- $35.7M
- Accounts
- 166
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 25 | $114M | 1.91% |
| Pooled investment vehicles (non-investment companies) | 3 | $1.9B | 31.9% |
| Pension and profit sharing plans | 28 | $1.3B | 21.6% |
| Charitable organizations | 33 | $497M | 8.37% |
| State or municipal government entities | 32 | $1.3B | 21.8% |
| Insurance companies | 6 | $86.3M | 1.46% |
| Corporations and other businesses | 39 | $772M | 13.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Proloan Bond Fund, Llc | Other Private Fund | Delaware | $1.0B | 52 |
| Rcm Construction Mbs Opportunities Fund, L.P. | Other Private Fund | Delaware | $137M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Electricians Pension Plan, Ibew 995 Trustees Of The Electricians Pension Plan, Ibew 995 | 2024 | |
| General Building Laborers' Local 66 Annuity Fund Board Of Trustees General Building Lab Local 66 Annuity Fund | 2024 | |
| Pipefitters Union Local No. 537 Pension Fund Pipe & Refrigeration Fitters Local 537 | 2024 | |
| Ufcw Local 23 & Giant Eagle Pension Fund Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund | 2024 | |
| Ravenswood Represented Employee Defined Benefit Plan Ihi Power Services Corp. | 2024 | |
| I.B.E.W. Local 456 Pension Plan Ibew Joint Pension Fund Local 456 | 2024 | |
| Genuine Parts Company Pension Plan Genuine Parts Company | 2024 | |
| Ethosenergy Pension Plan For Union Employees Ethosenergy, Gts Holdings Us, Llc | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elizabeth Mcdermott Harris | Managing Director | Aug 1999 (27y) | 10% – 25% | |
| Howard Kyger Bos | President | CFA | Oct 1999 (27y) | 10% – 25% |
| Roy Wheatley Mcdowell | Managing Director | Aug 2001 (25y) | 10% – 25% | |
| Patton Howell Roark | Managing Director | CFA | Sep 2003 (23y) | 10% – 25% |
| Baron, Beth, Lynn | Managing Director | Feb 2007 (20y) | 5% – 10% | |
| Lundmark, Paul, Herman | Managing Director | Feb 2007 (20y) | 10% – 25% | |
| Sale, Geoffrey, Bonner | Chief Compliance Officer | Dec 2012 (14y) | Less than 5% | |
| Otto Gregory Glatt | Managing Director | Apr 2019 (7y) | Less than 5% | |
| John Randolph Sides | Managing Director | Jul 2019 (7y) | Less than 5% | |
| Burks, Tammie, Ann | Managing Director | Mar 2022 (4y) | Less than 5% | |
| Crocker, Linda, Ann | Vice President | Mar 2022 (4y) | Less than 5% | |
| Little, Lori, Gates | Vice President | Mar 2022 (4y) | Less than 5% | |
| Schultz, David, William | Managing Director | Mar 2022 (4y) | Less than 5% | |
| Nicholas Todd Sejnost | Registered representative | CFA | Jun 2021 (5y) | |
| Stephen Mark Rosa | Registered representative | CFA | Aug 2021 (5y) | |
| Luis Contreras | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Proloan Bond Fund, Llc | Other Private Fund | $1.0B | $1.0M | 52 |
| Rcm Construction Mbs Opportunities Fund, L.P. | Other Private Fund | $137M | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Electricians Pension Plan, Ibew 995 | Trustees Of The Electricians Pension Plan, Ibew 995 | 469 | $77.7M | 10/01/2024 |
| General Building Laborers' Local 66 Annuity Fund | Board Of Trustees General Building Lab Local 66 Annuity Fund | 2,456 | $141M | 07/01/2024 |
| Pipefitters Union Local No. 537 Pension Fund | Pipe & Refrigeration Fitters Local 537 | 2,372 | $962M | 03/01/2024 |
| Ufcw Local 23 & Giant Eagle Pension Fund | Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund | 2,199 | $79.9M | 01/01/2024 |
| Ravenswood Represented Employee Defined Benefit Plan | Ihi Power Services Corp. | 95 | $23.5M | 01/01/2024 |
| I.B.E.W. Local 456 Pension Plan | Ibew Joint Pension Fund Local 456 | 712 | $302M | 01/01/2024 |
| Genuine Parts Company Pension Plan | Genuine Parts Company | 3,705 | $2.0B | 01/01/2024 |
| Ethosenergy Pension Plan For Union Employees | Ethosenergy, Gts Holdings Us, Llc | 20 | $7.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- U.S. Bancorp Investments, Inc. $2.0B (32% of AUM) Mar 2025
- Northern Trust $1.2B (20% of AUM) Mar 2026
- Truist, Inc. $944M (18% of AUM) Mar 2023
- Charles Schwab & Co. $882M (14% of AUM) Mar 2025
- Interactive Brokers $705M (11% of AUM) Mar 2025
- UBS $693M (11% of AUM) Mar 2025
- Truist Securities, Inc. $400M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗