River City Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
River City Wealth Management provides discretionary wealth management and financial planning to individuals, high-net-worth clients, professionals, business owners, and retirement plans. The firm offers ongoing portfolio management and comprehensive planning services tailored during an initial consultation and periodic reassessments.
The firm’s investment approach emphasizes long-term, diversified allocations informed by macroeconomic analysis, manager due diligence for mutual funds and ETFs, and third‑party research; individual equities and bonds are selected with an eye toward multi-year holdings and risk characteristics. River City Wealth Management establishes client objectives and risk tolerance at onboarding and reviews accounts at least annually while trading opportunistically to meet strategy objectives.
Distinctive features include a compact, two-advisor team managing roughly $180 million in discretionary assets, with advisors holding CFP credentials and one advisor holding a CFA designation, despite the firm’s recent formation. The brochure discloses specific conflicts worth noting: the firm explicitly acknowledges an economic incentive when recommending IRA rollovers to its managed accounts and continues a legacy referral arrangement with Zoe Financial that results in ongoing referral payments; the firm also routinely recommends Schwab and receives custodial and other support services.
Client services
Expertise
Occupation focus
Fee options
1.00% to 1.50% annually
$250 to $500 per hour for financial planning services
Minimum fee: $1,000 initial analysis fee
Main office
10175 Fortune Pkwy, Unit 603
Jacksonville FL 32256
Advisors at this office
2
Most active in
Florida · Texas
Also doing business as
Rcw Management, LLC · River City Wealth Management
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.
Quick links
Advisors at this firm
Brian H
CFP®, CFA®, Series 66
Jacksonville, FL
River City Wealth Management
Brian Hughes is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is currently with River City Wealth Management, where he has worked since 2019, following prior roles at Advisory Services Network, LLC and Madden Advisory Services, Inc. River City Wealth Management provides discretionary wealth management and financial planning services to individuals, professionals, business owners, and retirement plans. The firm employs a macroeconomic, long-term asset allocation approach utilizing third-party research and manager due diligence to construct diversified portfolios, typically implementing strategic allocations through mutual funds, ETFs, and individual securities.
Michelle B
CFP®, Series 66
Jacksonville, FL
River City Wealth Management
Michelle Barron is a CFP® and Series 66-licensed advisor with 17 years of industry experience. She has worked at River City Wealth Management since 2021 and previously at Advisory Services Network and Madden Advisory Services. Outside of financial advising, she manages a property management business in Jacksonville, Florida. River City Wealth Management provides discretionary wealth management and financial planning to individuals, professionals, business owners, and retirement plans. The firm employs a macroeconomic, long-term asset allocation approach using third-party research and manager due diligence to build diversified portfolios across equities, fixed income, mutual funds, and ETFs.
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