RIVERPLACE CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 2014

Total AUM

$267M

Discretionary

$267M

100% of AUM

Avg account

$760K

Accounts

352

Employees

Advisory reps

Firm details

Headquarters: JACKSONVILLE, Florida
CRD number: 109079
Registered since: July 2, 2014
Website: riverplacecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI68.43%
Individuals18.64%
Corporations / Businesses6.64%
State / Municipal Government4.46%
Pension & Profit Sharing Plans1.83%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Riverplace Capital Management Inc. is an independent, SEC-registered registered investment adviser formed in 2014 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. Riverplace is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Riverplace reports itself as a single, privately controlled advisory business rather than part of a larger adviser network. It lists its industry affiliation simply as an investment adviser and does not report related-adviser relationships or pension consulting services.