Richwood Investment Advisors, LLC
Richwood Investment Advisors, LLC is an independent, fee-based wealth management and registered investment adviser headquartered in Cincinnati, Ohio. Founded in 2010 by principal owner Debora Caley, the firm provides personalized investment management and financial planning services tailored to individual client objectives. Richwood aims to help clients grow, protect, and manage their wealth and financial legacies, emphasizing long-term client relationships and a highly individualized approach. The firm currently serves high net worth individuals and other individual investors, with a reported one employee as of 2025.
Investment Strategy
Richwood Investment Advisors develops customized investment strategies and plans for each client based on their unique objectives. The firm’s approach centers on disciplined investing, patience, and meticulous management of the investment process. Richwood believes that successful wealth management requires aligning strategies to client goals, continuous oversight, and adapting portfolios for optimal growth and protection. Investment selections span diversified equities and structured portfolios according to individual client risk profiles and targets.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 19.65% | $25.1M | 37,465 | $485.25 | $669.30 | +$2.1M |
I IJH | ISHARES TR | 6.74% | $8.6M | 131,872 | $56.48 | $65.26 | +$405.2K |
I IJR | ISHARES TR | 6.72% | $8.6M | 72,197 | $113.78 | $118.83 | +$656.2K |
L LLY | ELI LILLY & CO | 4.24% | $5.4M | 7,095 | $300.82 | $763.00 | -$136.8K |
N NOW | SERVICENOW INC | 3.79% | $4.8M | 5,259 | $652.53 | $920.28 | -$715.0K |