Richline Capital Management Inc.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 337765
· SEC file 801-134114
· Markham, Ontario
· www.richlinecapital.com
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ADV data as of Mar 09, 2026
- Regulatory AUM
- $23.0M
- Discretionary
- $23.0M
- Clients
- 28
- Avg AUM / client
- $821K
- Accounts
- 51
- Employees
- 4
AUM over time
$19.1M
$23.0M
Jul 6, 2025
Mar 9, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $210K | 0.91% |
| High net worth individuals | 28 | $22.0M | 95.8% |
| Other | Fewer than 5 clients | $750K | 3.26% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 917 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $23.0M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗