Catawba River Capital
Catawba River Capital (CRD# 134217) is a financial advisory firm headquartered in Lake Wylie, SC. They manage $235,067,030 in 820 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management235MILLION
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Total Number of Accounts820ACCOUNTS
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Average Account Value$286,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
NC, OH, SC, TX, VA
Robert Boggs (CRD# 2681427) is an Investment Advisor Representative working at Catawba River Capital in Lake Wylie, SC and has over 28 years of experience in the finance industry.
Derek Lewis (CRD# 5701113) is an Investment Advisor Representative working at Catawba River Capital in Lake Wylie, SC and has over 12 years of experience in the finance industry.
Jonathan Shaw (CRD# 7726075) is an Investment Advisor Representative working at Catawba River Capital in Lake Wylie, SC and has 1 year of experience in the finance industry.