Riverplace Capital Management Inc

RIASEC RegisteredEst. 2014

Total AUM

$267M

Discretionary

$267M

100% of AUM

Avg account

$760K

Accounts

352

Employees

4

Advisory reps

4

Firm details

Headquarters: Jacksonville, Florida
CRD number: 109079
Registered since: July 2, 2014
Website: riverplacecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI68.43%
Individuals18.64%
Corporations / Businesses6.64%
State / Municipal Government4.46%
Pension & Profit Sharing Plans1.83%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Riverplace Capital Management Inc is an independent, privately owned registered investment adviser that began SEC registration in 2014. The firm works with both individual and family clients as well as institutional relationships, charging advisory fees as a percentage of assets under management. Core services listed are financial planning and discretionary portfolio management for individuals and small businesses. Riverplace does not describe itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities76%
Cash & Cash Equivalents13%
Public Funds/Mutual Funds10%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

Peter Bower
CEO and Chief Investment OfficerCRD 871625

Contacts

3 of 3

Terri Kimball
Executive Vice PresidentCRD 1564375
Scott Wohlers
Investment Advisor RepresentativeCRD 6917656
Annette Campos
Director of Operations and ComplianceCRD 6617238

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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: 1301 Riverplace Blvd
Time zone: ET (UTC-5)
Office locations

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