Lord And Richards
Lord And Richards is an SEC-registered mass-market adviser in Highlands Ranch, CO with $128.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Lord And Richards: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328907, SEC 801-129213, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $128.8M (2026-05-07)
- Firm type
- Mass-Market Adviser
- Location
- Highlands Ranch, CO
- Employees
- 18
- Clients
- 1,228
- CRD
- 328907
- Ownership
- Schoonover, Dylan, Loyall; VANDER POL, JASON, CHRISTOPHER; Robinson, Edmund, Douglas; Nelson, Timothy, Edward; RICHARDS, COLIN, TIMOTHY
How much AUM does Lord And Richards have?
Lord And Richards reported $128.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Lord And Richards?
Disclosed owners and executives of Lord And Richards include Schoonover, Dylan, Loyall, VANDER POL, JASON, CHRISTOPHER, Robinson, Edmund, Douglas, Nelson, Timothy, Edward, RICHARDS, COLIN, TIMOTHY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.