A complete list of active advisors currently associated with Rival Capital Management, LLC

Warmer can help you find a great advisor at Rival Capital Management, LLC or one who fits your needs even better.

Rival Capital Management serves individual and high‑net‑worth clients, providing discretionary portfolio management, investment advice, and standalone financial planning or project‑based investment consulting that can be delivered without an ongoing managed account. The firm operates with two investment professionals and a small active client roster, managing approximately $3 million in discretionary assets. RCM tailors recommendations to clients’ objectives, risk tolerances, and time horizons and uses a mix of asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. The firm implements client suitability checks, permits written investment restrictions, and conducts at least quarterly account reviews for managed accounts. Distinctive aspects include its recent formation as a registered adviser and a high‑touch operating model in which a single principal conducts all client account reviews and oversight. RCM also documents attention to operational risks from service providers’ use of artificial intelligence and machine learning—performing periodic vendor due diligence—and recommends a specific custodian relationship while allowing clients to direct brokerage.

To learn more about the advisors currently working at Rival Capital 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.