Root River Capital, LLC

Root River Capital, LLC (CRD# 281350) is a financial advisory firm headquartered in Minneapolis, MN. They manage $10,295,638 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,029,564
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MN

Financial Advisors at Root River Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip W. Dobrzynski
CRD#: 4379174
121 South Eighth Street, Suite 1425, Minneapolis, MN 55402
90
Wealthminder
score

Philip Dobrzynski (CRD# 4379174) is an Investment Advisor Representative working at Root River Capital, LLC in Minneapolis, MN and has 1 year of experience in the finance industry. Philip Dobrzynski 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
David B. Shepley
CRD#: 6457494
121 South Eighth Street, Suite 1425, Minneapolis, MN 55402
90
Wealthminder
score

David Shepley (CRD# 6457494) is an Investment Advisor Representative working at Root River Capital, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

3
Melissa B. Garlington
CRD#: 6606354
121 South Eighth Street, Suite 1425, Minneapolis, MN 55402
87
Wealthminder
score

Melissa Garlington (CRD# 6606354) is an Investment Advisor Representative working at Root River Capital, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

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