JACKSONVILLE, FLCRD 109079Latest ADV April 27, 2026
Riverplace Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated April 27, 2026, reports $267M in regulatory assets under management, 6 employees, and 352 accounts.
Assets Under Management
$267M
Employees
6
Offices
--
Total Clients
165
Primary office
JACKSONVILLE, FL
1301 RIVERPLACE BLVD, SUITE 2130, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.1% of total clients.
Top client categories% of clientsClients
1
Individuals
66.1%
109
2
HNWI
29.1%
48
3
Corporations
4.8%
8
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$267Mas of April 27, 2026
Discretionary100.0%
$267M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$267M
Total Accounts352
10Y AUM Change+$157M (+141.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee28:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.