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Khadir Richie

10 Years of Experience
Austin, TX

Khadir Richie is a registered investment advisor at Richie Capital Group, based in Austin, TX, with 10 years of industry experience. Khadir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 51 clients with $52M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$52.1M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Richie Capital Group charges an annual fee based on the value of your portfolio. For accredited and qualified clients, the base rate is 1.00% of all assets, plus a performance-based fee. Fees are assessed quarterly. For retail clients, the fee schedule is negotiated on a client-by-client basis. There is no minimum fee.

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Location

2028 E. Ben White Blvd, Suite 550, Austin, TX, 78741

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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

Khadir is associated with Richie Capital Group, LLC, which is classified as an outside business activity. Additionally, Richie Investment Advisors acts as the Managing Member and Advisor to RCG Alpha Long Short Fund, LLC, which is also considered an outside activity.

Employment History
Current Registrations
Richie Capital Group
October 2015 - Present · 10 yrs 7 mos
State Registrations2 states
GATX
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.