Rival Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332898
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rival Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers portfolio management and financial planning services tailored to individuals and small businesses. Compensation is a mix of a percentage of assets under management and fixed fees. Rival does not position itself as a multi-state adviser, pension consultant, or active ESG investor, and it does not act as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds40%
- Exchange Traded Equities27%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
Owners & executives
1 of 1
Tina Hernandez
Chief Operating OfficerCRD 2247905
Contacts
2 of 2Bradley Stevenson
Investment Advisor RepresentativeCRD 8038751
John Lombardo
Managing PrincipalCRD 2629733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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