Войти в систему Зарегистрироваться бесплатно

Rivercities Asset Management, LLC (Owensboro)


Rivercities Asset Management, LLC is an adviser based in Owensboro. It manages $23.28 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Indiana and Kentucky.




Rivercities Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rivercities Asset Management: assets under management

The assets under management (AUM) of Rivercities Asset Management, LLC is $23.28 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.24 million in discretionary accounts and $43.64 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $43.64 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rivercities Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Owensboro

The principal office where Rivercities Asset Management, LLC performs its advisory services is located at 2900 Veach Road, Owensboro, KY 42303, which is also the mailing address of the firm. An additional office of the firm is in Evansville, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 270-926-4540 or by fax 270-926-1494. The normal business hours are 8am to 5pm on Monday - Friday.


Registered investment advisers similar to Rivercities Asset Management, LLC