Richard Ahumada
Richard Ahumada is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 33 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard owns Southwest General Merchandisers, selling arts and crafts, dedicating a few hours per week. He is also an insurance agent/owner selling fixed insurance products, including life, health, LTC, and disability, which takes about half of his time.
Employment History
Current Registrations
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
Previous Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Sagepoint Financial, INC.Broker
MML Investors Services, LLCBroker
New England SecuritiesBroker
1717 Capital Management CompanyBroker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
State Farm Vp Management CORP.Broker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 states
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.