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Robert D. Richardson

TRINSIC CAPITAL
FORT WORTH, TX 76109
CRD#: 8185658
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RR
Robert D RichardsonTRINSIC CAPITAL

Professional summary


Robert D Richardson is a registered financial advisor currently at TRINSIC CAPITAL, LLC located in Fort Worth, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Robert has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert D Richardson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 4, 2026 - Present

TRINSIC CAPITAL, LLC

Office #1: 4200 S. Hulen St., Suite 500, Fort Worth, TX 76109
RIA
CRD#: 165949
FORT WORTH, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/4/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/4/2026
Uniform Investment Adviser Law Examination

Current Firm


TC
TRINSIC CAPITAL, LLC
TRINSIC CAPITAL, LLC

CRD#: 165949 / SEC#:

Texas
Registered Investment Advisory firm - (12/5/2012 Approved)
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Contact information


Main Address
4200 S. Hulen St., Suite 500, Fort Worth, TX 76109
Mailing Address
Phone number
(817) 529-6100
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts96
AUM (Assets Under Management)$ 83,994,345

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRINSIC CAPITAL, LLC

CRD#: 165949Fort Worth, TX 76109

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