Riggs Asset Management Co Inc
- Regulatory AUM
- $640M
- Discretionary
- $629M
- Clients
- 430
- Avg AUM / client
- $1.5M
- Accounts
- 924
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 268 | $96.4M | 15.1% |
| High net worth individuals | 142 | $519M | 81.2% |
| Charitable organizations | 7 | $5.2M | 0.82% |
| Corporations and other businesses | 13 | $18.9M | 2.96% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Joseph Graham | Founder | Nov 1990 (36y) | Less than 5% | |
| Alan J Corey Glassman | Senior Vice President | Sep 1997 (29y) | Less than 5% | |
| Graham, Sandra, Jeanne | Shareholder | Nov 1998 (28y) | Less than 5% | |
| Robert Hamilton Graham | President | Jan 2000 (27y) | 50% – 75% | |
| Elizabeth Bridget Graham | Chief Operating Officer | Jan 2002 (25y) | 25% – 50% | |
| Susan Adams Shoemaker | Chief Compliance Officer | Apr 2012 (14y) | Less than 5% | |
| Robert Joseph Graham | Registered representative | Aug 2018 (8y) | ||
| Dimitri David Gnall | Registered representative | Jul 2024 (2y) | ||
| Adam Jeffrey Glassman | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 955 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $640M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗