Rioux & Company, LLC

Overview

Rioux & Company, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients, as well as small businesses. The firm provides portfolio management services and charges a mix of fee types — percentage of assets under management, hourly fees, and fixed fees — depending on client needs. It does not identify as an active ESG investor, does not act as a capital allocator, and its service set does not include pension consulting or related-adviser functions. The business emphasizes direct advisory relationships rather than institutional or multi-state coverage; the firm is not classified as a multi-state adviser and is not newly formed. Client work appears concentrated on wealth-management relationships rather than large institutional mandates.

Assets & Accounts

Public Holdings

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Location & Offices