River City Wealth Management
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 314312
- Registered since
- May 28, 2021
- Website
- www.rivercitywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.95%
- Individuals21.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
River City Wealth Management is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2021. Ownership is a mix of a domestic entity and an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed-fee arrangements. The firm is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Advisory activity is focused on traditional wealth management services rather than running proprietary investment funds.
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 Funds87%
- Investment Grade Corp Bonds8%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Michelle Barron
Financial AdvisorCRD 3070248
Brian Hughes
Financial AdvisorCRD 5147759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$147M in ETFs
94%
$139M
5%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $9.1M | 267,804 | 6.15% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 10175 Fortune Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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