Riverplace Capital is a private, independent investment firm based in Jacksonville, Florida. With a combined 100 years of seasoned financial and investment experience, we have been serving clients both locally and nationwide for more than 20 years. Our singular focus is to help you achieve your financial goals.
Registered Investment Adviser (RIA)
We have the distinction of being registered with the Securities and Exchange Commission (SEC) as a Registered Investment Adviser (RIA). To meet this standard, we actively manage more than $120 million in assets annually, and serve as a fiduciary advisers to our clients.
We are committed to doing what is right for you, which is why we have chosen to be a fiduciary. As a fiduciary, Riverplace Capital is bound by law to act in the best interest of our clients. Unlike banks or brokerages, Riverplace Capital is not paid commissions and we do not sell investment, insurance or financial products. This avoids conflict of interest. Instead, we earn income based on your success. When you do well, we do well.