River Capital Advisors, L.C.

Financial Advisor in Duval County, FL

Firm Info
Address: 5011 Gate Pkwy #300, Jacksonville, FL 32256, USA
Phone: (904) 398-2075

Firm Size
Assets Under Management: $266.8 million
# of Advisors: 4
# of Clients: 528
Client to Advisor Ratio: 132:1
Average Account Size: $505,267
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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River Capital Advisors, Lc Overview

RIVER CAPITAL ADVISORS, LC is a fee-based registered investment advisory firm based in Jacksonville, Florida. The firm has been providing investment advice since 2005, specializing in financial planning and portfolio management for both individuals and small businesses. At River Capital Advisors, clients can expect unbiased advice that is tailored to meet their unique investment needs and goals. The firm prides itself on being an investment advice only firm, which means that they do not sell any products or receive commissions on any investments. This ensures that clients receive advice that is unbiased, with no conflicts of interest. Instead, they offer fee-based services, which means that clients pay a flat fee for the services they receive. At River Capital Advisors, the focus is on helping clients to achieve their long-term financial objectives. This includes selecting other advisors who are experts in their respective fields, such as attorneys and accountants, to help clients with their specific financial needs. With a commitment to transparency, integrity, and accountability, River Capital Advisors is a trusted partner for anyone seeking professional investment advice.

RIVER CAPITAL ADVISORS, LC serves a broad range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. These clients come to the firm seeking professional advisory services to help them navigate the complexities of the financial markets and achieve their long-term financial goals. The team at RIVER CAPITAL ADVISORS, LC prides itself on providing personalized attention and tailored investment strategies to meet each client's unique needs and objectives. When it comes to fee structures, RIVER CAPITAL ADVISORS, LC understands that different clients have different preferences and goals. For this reason, the firm offers a variety of fee models, including a percentage of assets under management (AUM), hourly billing, and fixed fees. The AUM model charges a percentage of the assets that RIVER CAPITAL ADVISORS, LC manages on behalf of the client, while the hourly model charges for the time spent on specific projects or consultations. The fixed fee structure is a pre-set flat rate for specific services, allowing clients to know exactly what they will pay from the outset. These flexible fee structures enable RIVER CAPITAL ADVISORS, LC to work closely with its clients to find the approach that best fits their financial goals and expectations.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of River Capital Advisors, LC mentions their investment minimums. For conventional investment advisory services, the minimum portfolio value eligible is $500,000. However, there are certain exceptions to this. Additionally, RCA may negotiate these minimums at its sole discretion. The annual minimum fee charged is $5,000. Therefore, clients looking for investment advisory services from RCA must have a portfolio value of at least $500,000 to be eligible.

How This Office Can Help Duval County, FL Residents

River Capital Advisors, L.C. is a financial advisory firm that provides a wide range of financial planning services to clients in Duval County, FL. The firm assists its clients in achieving their financial objectives through a tailored investment strategy that caters to their unique circumstances. The team at River Capital Advisors, L.C. helps clients navigate through various challenges, such as wealth preservation, investment planning, retirement planning, tax planning, and estate planning. For someone living in Duval County, FL, the firm's financial advisors can provide assistance in several areas of financial planning. For instance, many residents in the area might be focused on retirement planning, particularly if they are close to retirement age. Likewise, some clients may be struggling with debt management, including student loans or credit card debt. The financial advisors at River Capital Advisors, L.C. can help to develop a plan that will help clients to manage their debt and improve their financial situation. Additionally, the firm can help residents in Duval County, FL, grow their wealth by providing investment advice specific to their risk tolerance and financial objectives.

To view the Minimum Investment and Fee Schedule for River Capital Advisors, Lc, visit their Part 2 Brochure.

Services Offered by River Capital Advisors, Lc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by River Capital Advisors, Lc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5011 Gate Pkwy #300, Jacksonville, FL 32256, USA
Phone (904) 398-2075
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

River Capital Advisors, Lc is registered to service clients in the following states:

  • Florida
  • Georgia
  • Texas

Disciplinary History

River Capital Advisors, Lc does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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