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RICHARDSON CAPITAL MANAGEMENT, LLC

MENOMONEE FALLS, WI · CRD 130985 · IAPD ↗ · richardson-financial.com · 262-255-4100

$582.2MRegulatory AUM
7Advisory reps
9Employees
1Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — RICHARDSON CAPITAL MANAGEMENT, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — RICHARDSON CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — RICHARDSON CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($445.5M -> $526.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.