Park River Advisors
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About
Park River Advisors LLC provides fee-based investment advisory services, discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals, trusts, estates, charitable organizations and other entities. The firm manages roughly $45 million in discretionary assets for a relatively small client roster and delivers customized services on a client-by-client basis.
The firm’s stated investment approach emphasizes a tactical allocation strategy intended to reduce risk and pursue improved performance, and it applies fundamental, technical, and cyclical analysis in portfolio construction. Park River Advisors may use a range of instruments — including listed equities, fixed income, mutual funds, options, and occasional short sales or cash positions as hedges — and monitors accounts on an ongoing, discretionary basis.
Distinctive features include a small advisory team led by a CFA charterholder with a background in institutional equity research and a second advisor who continues to work full time in the technology sector, reflecting an atypical staffing mix for firms of this size. The firm also offers investment consulting engagements on negotiated monthly or hourly terms and will implement active derivative and short-selling strategies in certain accounts, practices that are less common among similarly supported advisors.
Client services
Expertise
Fee options
Fixed fee for Financial Planning Services up to $5,000 per plan; Investment Consulting Services fixed fee $5,000 to $20,000 per month
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.50% Over $5 million+: Negotiable
$500 per hour for Investment Consulting Services
Minimum fee: Management fees range from $2,500 to $10,000 per annum depending on strategy and account size; negotiated at discretion Fee-only: Fixed fee for Financial Planning Services up to $5,000 per plan; Investment Consulting Services fixed fee $5,000 to $20,000 per month; hourly fee $500 per hour
Main office
Shorewood IL
Advisors at this office
2
Most active in
Illinois · Nevada
Also doing business as
Park River Advisors · Park River Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Eric W
CFA®
Shorewood, IL
Park River Advisors
Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.
Adam O
Series 65
Shorewood, IL
Park River Advisors
Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.
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