RICHVIEW ADVISORS

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Adviser Profile

Registration status Terminated
As of Date 03/10/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 2
of those in investment advisory functions 2
AUM* 66,558,783
of that, discretionary 66,558,783
Private Fund GAV* 0 -100.00%
Avg Account Size 16,639,696
% High Net Worth 25.00%
SMA’s Yes
Private Funds 0 1
Contact Info 937 xxxxxxx
Websites

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
80M 69M 57M 46M 34M 23M 11M
2015 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary

Overview

The Company Richview Advisors LLC (“we,” “us” or “Richview Advisors”) is an investment adviser registered with the SEC.1 Richview Advisors was founded in December 2010 by Robert C. Guiney and R. Gregory True, and is headquartered in Dayton, Ohio. Our principal owners are Robert C. Guiney, our President and Chief Compliance Officer, and R. Gregory True, our Vice President. Advisory Services Portfolio Management We provide traditional discretionary portfolio management for one high net worth client, one foundation, and the two officers of Richview Advisors through separately managed accounts. Richview Advisors is not accepting new clients. Robert C. Guiney has 38 year relationships with both the high net worth individual and the chairman of the foundation. We are value investors. This means that we actively seek stocks of companies that we believe the market has undervalued. We believe the market overreacts to good and bad news, resulting in stock price movements that do not correspond with the company’s long-term fundamentals. The result is
an opportunity for us to profit by buying when the price is deflated. Our value investing strategy is described in more detail below in Item 8. Suitability Our investment strategy is generally executed in a similar manner for all our clients. You may impose reasonable restrictions on the strategy managed by us if such restrictions are not materially different from the strategy’s investment objectives. Clients who impose investment restrictions should be aware that the performance of their accounts may differ from that of client accounts which do not impose such investment restrictions. Other than accepting reasonable investment restrictions from clients, we generally do not tailor our advisory services based on our analysis of the individual needs of clients. Assets Under Management As of December 31, 2022, we have $66.6 million in assets under management. We manage client assets on a discretionary basis. 1 Registration as an investment adviser does not imply a certain level of skill or training. Form ADV Part 2A – Disclosure Brochure 5 March 16, 2023