Data / Investment advisers / Florida / River City Wealth Management
River City Wealth Management, Jacksonville, FL: $180 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
River City Wealth Management is an SEC registered investment adviser with its main office in Jacksonville, Florida and reports $180 million in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch River City Wealth Management (CRD number 314312): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 314312
- SEC file number
- 801-121329
- SEC status
- Approved, effective May 28, 2021
- Legal name
- RCW Management, LLC
- Main office
- 10175 Fortune Pkwy Unit 603, Jacksonville, FL 32256
- Phone
- (904) 374-9098
- Website
- rivercitywealth.com
- Regulatory AUM
- $179,631,771 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $179,631,771
- Accounts
- 367
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $141.8 million |
| Individuals (other than high net worth individuals) | 74 | $37.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $179.6 million | February 17, 2026 |
| December 1, 2025 | $151.7 million | February 27, 2025 |
Other advisers in Jacksonville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Davis Capital Management | Jacksonville | $259 million | Not listed | adviserinfo.sec.gov |
| Gunn & Company Investment Management, Inc. | Jacksonville | $213.5 million | Not listed | adviserinfo.sec.gov |
| Img Wealth Management, Inc. | Jacksonville | $209.7 million | Not listed | adviserinfo.sec.gov |
| Financial Independence Advisors, LLC | Jacksonville | $189.6 million | Not listed | adviserinfo.sec.gov |
| Allegiance Financial Advisors, Inc. | Jacksonville | $181.9 million | Not listed | adviserinfo.sec.gov |
| St. Nicholas Private Asset Management, Inc. | Jacksonville | $151 million | Not listed | adviserinfo.sec.gov |
| Gullane Capital, LLC | Jacksonville | $145.3 million | 13 | adviserinfo.sec.gov |
| Doxara Capital LP | Jacksonville | $125 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jacksonville, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- River City Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.