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, fee-based RIA organized as a limited liability company and owned by a mix of a domestic entity and an individual. The firm is SEC-registered (registration year 2021) and focuses its advice and portfolio management on individual and family clients. Its service mix includes financial planning and portfolio management for individuals and small businesses, with a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements. The firm does not position itself as a capital allocator or pension consultant and is not flagged as an active ESG investor. It custodies assets at Charles Schwab & Co., Inc., which aligns with its visible use of Schwab-branded ETFs in client portfolios.
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
- Public Funds/Mutual Funds87%
- Investment Grade Corp Bonds8%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$147M in ETFs
94%
$138M
5%
$8.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $9.5M | 265,115 | 6.50% |
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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