Featured Business Financial Advisor in Jacksonville, FL
Jacksonville Financial Advisors
River Capital Advisors, L.C
5011 Gate Parkway, Building 100, Suite 300
Jacksonville, FL 32256
Phone Number
“Financial professionals dedicated to serving your interests.”
Advisor Profile
Edward P. Schmitzer
Name:  Edward P. Schmitzer
Website:  Visit Website
Disclaimer
http://www.rcawealth.com/disclaimer/

About River Capital Advisors, L.C

Since 1998, River Capital Advisors, L.C. has been a financial fiduciary, which means that we are legally bound to act in your best interest. We have no proprietary products and are not affiliated, in any way, with the investment managers, custodians, or insurance companies that we may recommend to you. Our fee-only compensation structure means that we are objective and put your best interests first, every time. We are proud to be members of The National Association of Personal Financial Advisors (NAPFA), an organization consisting of highly trained financial advisors who are committed to working in the best interest of those they serve.

River Capital Advisors, L.C. was founded in 1998 and is a subsidiary of Smoak, Davis & Nixon, LLP, one of the Southeast's oldest and most respected CPA firms, since 1924. We are located in Jacksonville, FL. We are registered with the SEC as an independent, registered investment advisory firm. We were born out of a desire to help individuals in all aspects of their financial lives. Our team of CERTIFIED FINANCIAL PLANNER and Certified Public Accountant professionals are dedicated to helping you achieve financial success.
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Name of Custodial Firm:    Schwab
Name of Broker/Dealer:    Not applicable, we are fee-only
Number of Years with Current Firm:    21
Years of Experience in Financial Services:    33
States Licensed in:    Federally Registered RIA
Firm CRD#:    133706
CRD#:    3009737
States Willing to do Business in:    Atlantic Beach,Green Cove Springs,Jacksonville,Jacksonville Beach,Middleburg,Neptune Beach,Orange Park,Penney Farms,Ponte Vedra Beach,Saint Augustine,Saint Johns
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), National Association of Personal Financial Advisors (NAPFA)
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    Personal Financial Specialist (PFS), Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ Certificant
Financial Organization Memberships:    AICPA Personal Financial Planning Division, Paladin Registry
 

Firm Information

Assets Managed by Advisor:    $189 Million
Assets Managed by Firm:    $189 Million
Firm's Number of Managed Clients:    174
Firm's Number of Planning Clients:    174
Firm's Number of Clients:    174
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Additional Details on Charges:    We have a full range of services to meet the needs of your family. We offer services including full financial planning and wealth management.
Fee % Based on Assets:    1.25
Compensation Methods:    Based on Assets
Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $500K
 
 
 
 
 
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