Advisor at Riverwood Capital Advisors, LLC
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Firm
Riverwood Capital Advisors, LLC
Location
Saint Johns, FL
Credentials
Series 63, Series 65
Industry experience
35 years
Mitchell Malone is a financial advisor at Riverwood Capital Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Riverwood Capital Advisors since 2007. Riverwood Capital Advisors provides discretionary, separately managed investment accounts primarily for high-net-worth individuals, trusts, estates, corporations, partnerships, non-profit organizations, and endowments. The firm employs fundamental analysis along with technical, cyclical, and statistical methods to create customized portfolios, offering both long-only and long/short strategies with ongoing supervision.
Based on Riverwood Capital Advisors, LLC
$0 - $500,000: 1.25% annually $500,001+: 1.00% annually
Account minimum: $200,000 Fee-only: Asset-based fee billed quarterly in arrears based on market value of assets.
Saint Johns, FL
Florida · Georgia
Riverwood Capital Advisors, LLC
2021 - Present (5 years)
Riverwood Capital Advisors, LLC
2007 - 2021 (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
CFP®
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CFP®, Series 63, Series 65
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Series 65
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Series 66
Jacksonville, FL
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Series 65
Ponte Vedra Beach, FL
Fulcrum Wealth Systems, LLC
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