CLARION RIVER ADVENTURES, LLC

Overview

Clarion River Adventures, LLC is an independent registered investment adviser that serves individual and family clients with a compact, equity-focused approach. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees depending on client engagement. Its asset allocation tilts strongly toward exchange-traded equities, reflecting a preference for liquid, publicly traded securities as the primary driver of client portfolios. With a small client base, the adviser appears to operate a concentrated practice where the same advisor relationships support planning and ongoing portfolio oversight. The firm is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. Investment decisions emphasize public market equity exposure while reserving capacity for selected third-party alternatives and insurance products to round out client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices