RICHMOND CAPITAL MANAGEMENT INC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$6.5B
Peer Group AUM Range
$6.2B - $6.8B
Sample Size
78
Firm Age (Years)
PEER GROUP AVERAGE
14
Structure
PEER GROUP AVERAGE
Limited Liability Company (36 firms)
Discretionary Accounts
PEER GROUP AVERAGE
2,609
Discretionary AUM
PEER GROUP AVERAGE
$5.7B
Non-Discretionary Accounts
PEER GROUP AVERAGE
742
Non-Discretionary AUM
PEER GROUP AVERAGE
$769.4M
Total Clients
PEER GROUP AVERAGE
2,566
Total AUM
PEER GROUP AVERAGE
$6.5B
Offices
PEER GROUP AVERAGE
177
Total Employees
PEER GROUP AVERAGE
68
Investment Advisors
PEER GROUP AVERAGE
34
Registered Representatives
PEER GROUP AVERAGE
19
Licensed Insurance Agents
PEER GROUP AVERAGE
17
Foreign Clients
PEER GROUP AVERAGE
34.5%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
591
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 76 Firms Yes
Hourly Charges No 67 Firms No
Subscription Fees No 77 Firms No
Fixed Fees No 53 Firms No
Commissions No 76 Firms No
Performance Based Fees Yes 42 Firms No
Other No 62 Firms No

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