A complete list of active advisors currently associated with Five Mile River Investment Management, LLC

Warmer can help you find a great advisor at Five Mile River Investment Management, LLC or one who fits your needs even better.

Five Mile River serves families, high‑net‑worth individuals and retirement accounts with discretionary portfolio management and related advisory services. The firm manages about $86.5 million for roughly 100 client accounts and generally requires a minimum relationship size, with assets managed by a small team of three managing directors. The firm follows a bottom‑up, fundamentally driven, value‑oriented investment process that seeks companies trading below private‑market value where a catalyst may close the discount, implementing income, balanced and growth strategies. Client portfolios are typically concentrated (about 30–35 holdings), are 80–100% equity when fully invested, target low turnover (25–50% annually) and employ formal sell disciplines and risk controls. Notable features include 100% employee ownership with an explicit ownership split among the founding partners (50% / 25.5% / 24.5%), management of only discretionary assets (no non‑discretionary mandates), and governance practices that include a written code of ethics and no disciplinary history. The firm recently added a managing director with prior experience as a chief investment strategist who helped scale an RIA to over $2 billion, reflecting an emphasis on supporting multigenerational family relationships and expanding second‑generation wealth management.

To learn more about the advisors currently working at Five Mile River Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.