Isaac Richard
Investment adviser representative at Mavros Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$32.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Finalis Securities LLCJan 2026 to now
- Mavros Capital Management, LLCAug 2025 to now
- MavrosNov 2023 to now
- JP MorganApr 2021 to Oct 2023
- Morgan StanleySep 2019 to Mar 2021
- JP MorganJul 2018 to Aug 2019
- Merrill LynchJun 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mavros Capital Management, LLC
$32.1MAssets managed
10Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6654082
- Firm CRD
- 327785