Overview
Assets Under Management: $9.9 billion
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 21
Average Client Assets: $4.1 million
Frequently Asked Questions
RIVER ROAD ASSET MANAGEMENT, LLC 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 #134918), RIVER ROAD ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RIVER ROAD ASSET MANAGEMENT, LLC is headquartered in LOUISVILLE, KY.
RIVER ROAD ASSET MANAGEMENT, LLC serves 21 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, RIVER ROAD ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
RIVER ROAD ASSET MANAGEMENT, LLC manages $9.9 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, RIVER ROAD ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.88%
Average Client Assets: $4.1 million
Total Client Accounts: 93
Discretionary Accounts: 93
Regulatory Filings
CRD Number: 134918
Filing ID: 2089457
Last Filing Date: 2026-03-31 14:22:57