HAPPYRICH CAPITAL

HAPPYRICH CAPITAL is an SEC-registered investment adviser (CRD 305410). Regulatory assets under management: $61.1M.

Registration

• CRD: 305410
• Type: Registered investment adviser
• Phone: 214-669-2244
• Latest filing: 2026-06-09
• Regulatory AUM: $61.1M
• Discretionary AUM: $53.5M
• Non-discretionary AUM: $7.6M
• Clients: 4
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305410 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search