Riversedge Advisors
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 298390
- Registered since
- September 12, 2018
- Website
- www.riversedgeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.8%
- Pension & Profit Sharing Plans10.38%
- Individuals10.25%
- Corporations / Businesses0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Riversedge Advisors is an independent, fee-based investment advisory firm organized as an LLC and registered with the SEC in 2018. The firm is owner-operated and serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-advisers services. Its billing model blends AUM-based fees with hourly and fixed-fee arrangements. Riversedge identifies as a capital allocator that uses third-party managers for select exposures and maintains an industry affiliation with an accountant. The firm does not position itself as an active ESG investor. Riversedge received recognition from Citywire in 2025 as part of the publication’s "50 Growers Across America" listing.
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 Funds72%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Other2%
Owners & executives
3 of 3
Timothy Mihok
Chief Executive Officer, PartnerCRD 7651081
Brian Carney
Chief Executive OfficerCRD 4447761
Jarrett Morris
Partner & Chief Compliance OfficerCRD 5146654
Contacts
3 of 9
Jaime Cutter
Client Service AssociateCRD 6894682
Kay Kidwell
Wealth AdvisorCRD 5340697
Katherine Davis
Associate Wealth AdvisorCRD 6464456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$645M in ETFs
94%
$606M
6%
$39.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $86.4M | 396,548 | 13.39% |
Location
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 600 N King St
- Time zone
- ET (UTC-5)
- Office locations
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