John Ellison is a CFA-designated registered investment advisor at Richmond Quantitative Advisors, LLC, based in Richmond, VA, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RQA's fees for investment management, model delivery, and financial advisory services are calculated daily based on an agreed-upon annual rate. These fees are negotiable and do not exceed 1.25% per year. Fees for cryptocurrency and digital asset advisory and portfolio management services will not exceed 2.00%. Qualified clients invested in certain actively managed accounts may pay an annualized fee of 0.00% of assets under management along with up to a 20.00% performance fee based on capital appreciation.
Location
Richmond, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a member of New Core Investment Partners, LLC, which is the general partner of New Core Quantitative, LP.
Employment History
Current Registrations
Richmond Quantitative Advisors, LLC
Previous Registrations
Mcmg Capital Advisors, INC.Broker
Ewing Bemiss & CO.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Scott & Stringfellow, LLCBroker
Scott & Stringfellow, LLC
Cary Street Partners Investment Advisory LLC
Cary Street Partners LLCBroker
State Registrations1 state
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.