Firm profile

RIVERBEND CAPITAL ADVISORS, LLC

CHICAGO, ILCRD 157117Latest ADV March 31, 2026

Riverbend Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $965M in regulatory assets under management, 5 employees, and 211 accounts.

Assets Under Management
$965M
Employees
5
Offices
--
Total Clients
211
Primary office
CHICAGO, IL
191 N. WACKER DRIVE, SUITE 875, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOIoanna Kennedy

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
211

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$965Mas of March 31, 2026
Discretionary100.0%
$965M
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.

Total AUM$965M
Total Accounts211
10Y AUM Change+$728M (+308.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee42:1
10Y Employee Change+3 (+150.0%)

* 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.