HB
CFA
HB
CFA

Howard Bos

26 Years of Experience
Richmond, VA

Howard Bos is a CFA-designated registered investment advisor at Richmond Capital Management INC, based in Richmond, VA, with 26 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 175 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1509A Belleville St., Richmond, VA, 23230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Howard is the treasurer of D&B Richmond LLC, a real estate investment company, since 2000. He dedicates minimal time to this activity.

Employment History
Current Registrations
Richmond Capital Management INC
October 1999 - Present · 26 yrs 6 mos
State Registrations2 states
GAVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.