Riverplace Capital Management Inc logo

Riverplace Capital Management Inc

Updated today

Client assets under management

$232,783,580

Clients

157

31% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

31

Very Low

Average account size

$1,482,698

About

Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, corporations and municipalities. The firm reports managing roughly $236 million in client assets and offers a range of planning services including cash‑flow and tax planning, insurance review, education funding, retirement planning and estate planning.

Riverplace typically manages accounts under written discretionary investment management agreements and documents client objectives on a Client Profile; account reviews are performed at least weekly and clients receive written quarterly reports. Its investment process emphasizes dynamic asset allocation — using an internal watch list, proactive individual and sector weightings, periodic rebalancing and a mix of fundamental, technical and cyclical analysis supported by third‑party research sources.

What is notable in the brochure is the firm’s work with institutional entities such as municipalities and its use of formal incoming referral arrangements with Independent Marketing Representatives governed by written agreements. The brochure also underscores a strictly fee‑only model, custodial relationships with Charles Schwab (including disclosure of Schwab support services) and quarterly reviews of employee personal trading under its Code of Ethics.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning

Fee options

Percentage

$0 - $2,000,000: 1.25% $2,000,001+: 1.00%

Other

Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,250, negotiable Fee-only: Fee-only investment management; no commissions or other compensation accepted

Main office location

Riverplace Capital Management Inc

1301 Riverplace Blvd, Suite 2130

Jacksonville FL 32207-9032, United States

Number of offices

1

Most active in

Florida · Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Peter B

Series 63

Jacksonville, FL

Riverplace Capital Management Inc

Peter Bower is a financial advisor at Riverplace Capital Management Inc in Jacksonville, FL, holding a Series 63 designation and with 22 years of industry experience. He has been with Riverplace Capital Management since 2001. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning
user avatar

Terri K

Series 63

Jacksonville, FL

Riverplace Capital Management Inc

Terri Kimball is a financial advisor at Riverplace Capital Management Inc with 22 years of industry experience. She has been with Riverplace Capital Management since 2001. She holds a Series 63 designation. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning
user avatar

Annette C

Series 66

Jacksonville, FL

Riverplace Capital Management Inc

Annette Campos is a financial advisor at Riverplace Capital Management Inc with eight years of industry experience. She holds a Series 66 designation and has worked at firms including BBVA Wealth Solutions, BBVA Securities, and Merrill Lynch Pierce Fenner and Smith. Riverplace Capital Management provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, retirement plans, trusts, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning
user avatar

Mark R

Series 63, Series 65

Jacksonville, FL

Riverplace Capital Management Inc

Mark Ross is a financial advisor at Riverplace Capital Management Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Mortgage Firm since 2015 and Life Management Advisors from 2004 to 2017. Outside of his advisory role, he is a partner in Timucuan Capital, an inactive real estate business focused on land held for potential future development. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning
user avatar

Scott W

Series 65

Jacksonville, FL

Riverplace Capital Management Inc

Scott Wohlers is a financial advisor at Riverplace Capital Management Inc in Jacksonville, FL, holding a Series 65 designation with seven years of industry experience. He has worked at Riverplace since 2018 and previously held positions at Advantage Dermatology and Regions Bank. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning
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