Andrew Holpe
Richmond Quantitative Advisors · Richmond, Virginia
Andrew Holpe is a fee-only financial advisor at Richmond Quantitative Advisors in Richmond, Virginia. Richmond Quantitative Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Richmond Quantitative Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $60.0M across 84 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6008064 |
| Exams passed | Series 63 (2012) · Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.richmondquant.com |
| Profile |
How Andrew's firm compares
- Richmond Quantitative Advisors's average account is about $714,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Andrew
Is Andrew Holpe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Richmond Quantitative Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Richmond Quantitative Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Andrew Holpe based?
Andrew Holpe is based in Richmond, Virginia.
Is Andrew Holpe registered with the SEC?
Yes. Andrew Holpe is registered as an investment adviser representative in VA (CRD 6008064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Richmond Quantitative Advisors manage?
Richmond Quantitative Advisors reports $60.0M across 84 accounts in assets under management.
How do I contact Andrew Holpe?
Through Andrew's website, www.richmondquant.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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