Investment adviser · CRD 133706

RIVER CAPITAL ADVISORS, LC

Investment adviser filing (IA)

JACKSONVILLE, FL, United States · Form ADV filed Apr 30, 2024

Regulatory AUM
$294M
Form ADV · Item 5.F
Client accounts
666
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals82$164,369,84356.0%
Individuals188$68,492,80523.3%
CharitiesFewer than 5$30,223,65910.3%
Corporations & businesses5$25,812,6058.8%
Retirement plans6$4,713,8321.6%
Filing source

Form ADV 1872911 · Apr 30, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 30, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5011 GATE PARKWAY, BUILDING 100, SUITE 300
JACKSONVILLE, FL, 32256, United States

CRD 133706

Filing source

Form ADV 1872911 · Apr 30, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.