John Ellison
Richmond Quantitative Advisors · Richmond, Virginia
John Ellison is a fee-only financial advisor at Richmond Quantitative Advisors in Richmond, Virginia, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 5925086 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.richmondquant.com |
| Profile |
How John'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 John
Is John Ellison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John'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 John Ellison based?
John Ellison is based in Richmond, Virginia.
What credentials does John Ellison hold?
John Ellison holds the CFA credential.
Is John Ellison registered with the SEC?
Yes. John Ellison is registered as an investment adviser representative in VA (CRD 5925086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Richmond Quantitative Advisors manage?
Richmond Quantitative Advisors reports $60.0M across 84 accounts in assets under management.
How do I contact John Ellison?
Through John'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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