River Capital Advisors, Lc

River Capital Advisors, Lc (CRD# 133706) is a financial advisory firm headquartered in Jacksonville, FL. They manage $154,420,843 in 370 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $417,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at River Capital Advisors, Lc
Showing 1 - 3 of 3 top financial advisors.
1
Edward P. Schmitzer
CRD#: 3009737
5011 Gate Parkway, Building 100, Suite 300, Jacksonville, FL 32256
96
Wealthminder
score

Edward Schmitzer (CRD# 3009737) is an Investment Advisor Representative working at River Capital Advisors, Lc in Jacksonville, FL and has over 18 years of experience in the finance industry. Edward Schmitzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert M. Simon
CRD#: 5401804
5011 Gate Parkway, Bldg 100, Suite 300, Jacksonville, FL 32256
96
Wealthminder
score

Robert Simon (CRD# 5401804) is an Investment Advisor Representative working at River Capital Advisors, Lc in Jacksonville, FL and has over 9 years of experience in the finance industry. Robert Simon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stephen D. Kyle
CRD#: 6527342
5011 Gate Parkway, Building 100, Suite 300, Jacksonville, FL 32256
90
Wealthminder
score

Stephen Kyle (CRD# 6527342) is an Investment Advisor Representative working at River Capital Advisors, Lc in Jacksonville, FL and has 1 year of experience in the finance industry. Stephen Kyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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