Park River Advisors

RIASEC Registered
Total AUM
$45.1M
Discretionary
$45.1M
100% of AUM
Avg account
$358K
Accounts
126
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
322015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.58%
  • Individuals23.42%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Park River Advisors is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning with portfolio management for individuals, small businesses and other business clients, billing via a mix of percentage-of-AUM, hourly and fixed fees. Investment activity tilts heavily toward liquid equity exposure, with a clear preference for exchange-traded instruments, while also incorporating third-party alternative fund managers across several strategies. The firm is not positioned as a multi-state or pension consultant adviser and does not identify as an active ESG investor. The adviser appears to favor customized, account-level management rather than packaged products alone, pairing equity core holdings with complementary mutual fund and fixed-income allocations. For clients seeking diversification beyond public markets, Park River Advisors employs external managers for hedge fund strategies, real estate, commodities and oil & gas exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, US Government Bonds 28%, Derivatives 5%, Public Funds/Mutual Funds 4%63%
  • Exchange Traded Equities63%
  • US Government Bonds28%
  • Derivatives5%
  • Public Funds/Mutual Funds4%

Contacts

2 of 2
  • Adam Ogle

    Adam Ogle

    PartnerCRD 8111395

  • Eric Wills

    Eric Wills

    PartnerCRD 5443619

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth