Chimborazo Investment Research
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,942,651
Clients
11
36% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$1,085,696
About
Chimborazo Investment Research provides ongoing portfolio management and investment advice primarily to individual and high-net-worth clients, documenting client goals and risk tolerances in an Investment Policy Statement and offering discretionary portfolio management and regular monitoring. The firm’s brochure also describes its fiduciary role when advising retirement plan accounts and IRAs under ERISA and the Internal Revenue Code.
The firm uses a combination of fundamental and technical analysis and pursues long-term trading with a primary emphasis on equities, while also employing mutual funds, fixed income, ETFs (including precious-metal ETFs) and TIPS as appropriate. CIR seeks discretionary trading authority, requires clients to use Interactive Brokers for execution, and states it receives no soft-dollar research or third-party economic benefits.
Noteworthy features in the brochure that set CIR apart from many peers include its explicit fiduciary acknowledgement for retirement plan and IRA advice—indicating capability to advise plan accounts—and its policy to require a specific custodian, which can affect execution options. The brochure also notes the firm does not use or select third-party advisers and discloses a modest asset base and limited number of client accounts relative to larger firms.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.50% annually
Main office location
Chimborazo Investment Research
Richmond VA, United States
Number of offices
1
Most active in
Chimborazo Investment Research has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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