JACKSONVILLE, FLCRD 314312Latest ADV February 17, 2026
River City Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated February 17, 2026, reports $180M in regulatory assets under management, 4 employees, and 367 accounts.
Assets Under Management
$180M
Employees
4
Offices
--
Total Clients
128
Primary office
JACKSONVILLE, FL
10175 FORTUNE PKWY, UNIT 603, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
74
2
HNWI
42.2%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of February 17, 2026
Discretionary100.0%
$180M
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$180M
Total Accounts367
10Y AUM Change+$180M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change+1 (+33.3%)
* 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.