Park River Advisors
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
FINTRXOverview
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
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 Equities63%
- US Government Bonds28%
- Derivatives5%
- Public Funds/Mutual Funds4%
Contacts
2 of 2
Adam Ogle
PartnerCRD 8111395

Eric Wills
PartnerCRD 5443619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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