River Capital Advisors, Lc

River Capital Advisors, Lc (CRD# 133706) is a financial advisory firm headquartered in Jacksonville, FL. They manage $254,104,592 in 603 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $421,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, TX

Financial Advisors at River Capital Advisors, Lc
Showing 1 - 3 of 3 top financial advisors.
1
Robert M. Simon
CRD#: 5401804
5011 Gate Parkway, Bldg 100, Suite 300, Jacksonville, FL 32256

Robert Simon (CRD# 5401804) is an Investment Advisor Representative working at River Capital Advisors, Lc in Jacksonville, FL and has over 16 years of experience in the finance industry.

2
Dana M. Carney
CRD#: 7877863
5011 Gate Parkway, Building 100, Suite 300, Jacksonville, FL 32256

Dana Carney (CRD# 7877863) is an Investment Advisor Representative working at River Capital Advisors, Lc in Jacksonville, FL and has 1 year of experience in the finance industry.

3
Lawrence S. Kaplan
CRD#: 5567344
5011 Gate Parkway, Building 100, Suite 300, Jacksonville, FL 32256

Lawrence Kaplan (CRD# 5567344) is an Investment Advisor Representative working at River Capital Advisors, Lc in Jacksonville, FL and has 1 year of experience in the finance industry.

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