Overview
Assets Under Management: $294 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 82
Average Client Assets: $2.0 million
Frequently Asked Questions
RIVER CAPITAL ADVISORS, LC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133706), RIVER CAPITAL ADVISORS, LC is subject to fiduciary duty under federal law.
RIVER CAPITAL ADVISORS, LC is headquartered in JACKSONVILLE, FL.
RIVER CAPITAL ADVISORS, LC serves 82 high-net-worth clients according to their SEC filing dated April 30, 2024. View client details ↓
According to their SEC Form ADV, RIVER CAPITAL ADVISORS, LC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RIVER CAPITAL ADVISORS, LC manages $294 million in client assets according to their SEC filing dated April 30, 2024.
According to their SEC Form ADV, RIVER CAPITAL ADVISORS, LC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.98%
Average Client Assets: $2.0 million
Total Client Accounts: 666
Discretionary Accounts: 653
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 133706
Filing ID: 1872911
Last Filing Date: 2024-04-30 16:45:00