Riverplace Capital Management, Inc. is an independent, SEC-registered fiduciary wealth management and investment advisory firm located on the Southbank of the St. Johns River in Jacksonville's San Marco / Downtown district. Founded in 1998 by Executive Chairman Peter E. Bower alongside Managing Partner and Chief Investment Officer Ryan Becker, CFA, the firm serves retirees, high-net-worth families, and endowments across Duval County with custom equity and fixed-income portfolio management, retirement cash-flow planning, and estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Riverplace Capital Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-79970; independent fiduciary Registered Investment Adviser headquartered on Riverplace Boulevard in Jacksonville since 1998.
Issuer: SEC / CFA Institute
Notes: Led by Founder & Executive Chairman Peter E. Bower (CRD #871625), Managing Partner & Chief Investment Officer Christopher Ryan Becker, CFA (CRD #4747346), and EVP & CCO Clarence Ronald Belton.
Factual details and direct answers about Riverplace Capital Management, Inc.'s services, licensing, and credentials.
What is the SEC registration of Riverplace Capital Management, Inc. in Jacksonville?
Riverplace Capital Management, Inc. is an active SEC-registered Investment Adviser operating under CRD #109079 and SEC File #801-79970.
Who leads the investment and wealth management team at Riverplace Capital?
The firm was founded in 1998 by Executive Chairman Peter E. Bower (CRD #871625) and is co-led by Managing Partner and Chief Investment Officer Ryan Becker, CFA (CRD #4747346).
Where is Riverplace Capital Management located in Duval County?
The firm's headquarters is located in Riverplace Tower at 1301 Riverplace Boulevard, Suite 2130, in Jacksonville, Florida 32207, serving San Marco, Downtown Jacksonville, Ortega, Avondale, and greater Duval County.
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