Andrew Holpe

13 Years of Experience

Richmond, VA

1 Disclosure

Andrew Holpe is a registered investment advisor at Richmond Quantitative Advisors, LLC, based in Richmond, VA, with 13 years of industry experience. Andrew 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.

Richmond Quantitative Advisors, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

58 clients

Average Client Portfolio

$480K average

Assets Under Management

$27.8M

Fee Structure

Minimum Investment:$500K

Investment management only (planning not offered)

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.

View Full SEC Brochure

Location

8134 Blaine Rd, Richmond, VA, 23235

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

December 2004

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Andrew is a member of New Core Investment Partners, LLC, which is the general partner of the New Core Quantitative, LP fund. This activity is investment-related.

Employment History

Current Registrations

Richmond Quantitative Advisors, LLC

March 2018 - Present · 8 yrs 2 mos

Previous Registrations

Kpmg Corporate Finance LLCBroker

August 2015 - March 2018 · 2 yrs 7 mos

Ewing Bemiss & CO.Broker

March 2012 - August 2015 · 3 yrs 5 mos

State Registrations1 state

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.

More financial advisors in Richmond, VA →All financial advisors in Virginia →