Five Mile River Investment Management, LLC
RIASEC & State Registered
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$988K
Accounts
110
Employees
4
Advisory reps
4
Firm details
- Headquarters
- ,
- CRD number
- 125964
- Registered since
- June 25, 2026
- Website
- fivemileriver.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.82%
- Charitable Organizations2.17%
- Pension & Profit Sharing Plans1.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Five Mile River Investment Management, LLC is a privately held investment adviser organized as an LLC. The firm reports a client mix that spans high-net-worth individuals and families as well as institutional clients, and it charges fees as a percentage of assets under management. Its stated advisory activity focuses on portfolio management for individuals and small businesses. The firm is identified as owner-operated (individual owner) and is SEC-registered in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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