Neuse River Capital, LLC
RIAState Registered
Total AUM
$15M
Discretionary
$15M
100% of AUM
Avg account
$294K
Accounts
51
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156343
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Neuse River Capital, LLC is a small, privately owned investment advisory organized as an LLC that focuses on serving individual and family clients. Its core advisory activity is discretionary portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-AUM component and fixed fees. The firm does not self-identify as an ESG investor, and it operates without designation as a multistate or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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