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, LLC is a registered investment adviser formed in October 2024 that provides discretionary portfolio management and project-based financial planning and consulting to individual and high‑net‑worth clients. The brochure reports approximately $3,000,000 in discretionary assets under management across ten client relationships and specifies a $1,000,000 minimum to open and maintain an advisory account. The firm tailors investment advice to clients’ objectives, risk tolerance, and time horizon and employs a range of strategies including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. RCM states a primary objective of helping clients maintain purchasing power over the long term, highlights tax considerations, and discloses that certain third‑party service providers it uses incorporate artificial intelligence/machine learning with ongoing due diligence to manage related risks. RCM is distinctive among peers for operating with a small client base and modest total AUM while maintaining a relatively high account minimum, indicating a focus on a limited number of larger accounts. The firm recommends Interactive Brokers as its preferred custodian for execution and reporting, does not vote client proxies on behalf of advisory accounts, and offers standalone, fixed‑fee financial planning projects separate from its managed accounts.

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.