David Rich
Rich & Company · Milton, Georgia
David Rich is a fee-only financial advisor at Rich & Company in Milton, Georgia. Rich & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Rich & Company |
|---|---|
| Based in | Milton, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $20.9M across 23 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7812942 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | richcoadvisors.com |
| Profile |
How David's firm compares
- Rich & Company's average account is about $909,000, from its Form ADV (assets managed divided by 23 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Rich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Rich & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Rich & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Rich based?
David Rich is based in Milton, Georgia.
Is David Rich registered with the SEC?
Yes. David Rich is registered as an investment adviser representative in GA (CRD 7812942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rich & Company manage?
Rich & Company reports $20.9M across 23 accounts in assets under management.
How do I contact David Rich?
Through David's website, richcoadvisors.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.
See something wrong? Request a correction. Read our methodology.