Riverplace Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$232,783,580
Clients
157
Advisors
3
of 4 employees
About
Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, corporations and municipalities. The firm reports managing roughly $236 million in client assets and offers a range of planning services including cash‑flow and tax planning, insurance review, education funding, retirement planning and estate planning.
Riverplace typically manages accounts under written discretionary investment management agreements and documents client objectives on a Client Profile; account reviews are performed at least weekly and clients receive written quarterly reports. Its investment process emphasizes dynamic asset allocation — using an internal watch list, proactive individual and sector weightings, periodic rebalancing and a mix of fundamental, technical and cyclical analysis supported by third‑party research sources.
What is notable in the brochure is the firm’s work with institutional entities such as municipalities and its use of formal incoming referral arrangements with Independent Marketing Representatives governed by written agreements. The brochure also underscores a strictly fee‑only model, custodial relationships with Charles Schwab (including disclosure of Schwab support services) and quarterly reviews of employee personal trading under its Code of Ethics.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.25% $2,000,001+: 1.00%
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,250, negotiable Fee-only: Fee-only investment management; no commissions or other compensation accepted
Main office
1301 Riverplace Blvd., Suite 2130
Jacksonville FL 32207
Advisors at this office
3
Most active in
Florida · Georgia
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.
Advisors at this firm
Peter B
Series 63
Jacksonville, FL
Riverplace Capital Management Inc
Peter Bower is a financial advisor at Riverplace Capital Management Inc in Jacksonville, FL, holding a Series 63 designation and with 22 years of industry experience. He has been with Riverplace Capital Management since 2001. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.
Terri K
Series 63
Jacksonville, FL
Riverplace Capital Management Inc
Terri Kimball is a financial advisor at Riverplace Capital Management Inc with 22 years of industry experience. She has been with Riverplace Capital Management since 2001. She holds a Series 63 designation. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.
Annette C
Series 66
Jacksonville, FL
Riverplace Capital Management Inc
Annette Campos is a financial advisor at Riverplace Capital Management Inc with eight years of industry experience. She holds the Series 66 designation and has worked previously at BBVA Wealth Solutions, Inc. and BBVA Securities Inc. She started her career with roles at Randstad and Uber. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and uses a dynamic asset allocation investment process supported by fundamental, technical, and cyclical analysis.
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