Riverbend Capital Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$4.6M

Accounts

239

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 157117
Registered since: April 8, 2011
Website: www.riverbendcapitaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Riverbend Capital Advisors, LLC is an independent registered investment adviser formed in 2011 and organized as an LLC. The firm concentrates on discretionary portfolio management for individuals and families and also provides separate account management for small businesses and other institutions. Its fee model includes percentage-of-assets under management plus other fee arrangements. Riverbend does not position itself as an ESG-focused manager, is not a multi-state adviser per the available record, and is not described as a pension consultant or a capital allocator. The firm was highlighted as one of “Top RIA Firms to Watch” by Investor.com in 2020.