This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2003
- Office Locations
- 3
Office Locations
About Five Mile River Investment Management, LLC
Five Mile River Investment Management, LLC is a state-registered investment adviser providing portfolio construction and asset-allocation guidance, including insurance-related planning, for retail and institutional clients, with a stated focus on entrepreneurs. The firm references investment themes including infrastructure and hedge funds, and supports client portfolios using tools such as FactSet, with custody relationships that include J.P. Morgan.
Reported data analysis
What the numbers show
Between June 12, 2012 and June 29, 2026, reported AUM increased 82.8%, from $59.5M to $108.7M.
Across 3 reported observations, AUM increased 119.3% between March 28, 2011 and June 29, 2026, from $49.6M to $108.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 110 clients, or 36.7 clients per representative. That equates to $988.1K in reported AUM per client.
The profile lists 3 reported office locations and 23 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Five Mile River Investment Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Services
- Technology
Unlock the underlying categories and values
The full Five Mile River Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LEE CRAWFORD GARCIA
MANAGING DIRECTOR
- CRD
- #4627740
- Ownership
- 50% but less than 75%
THAYER BROWN ROBBINS
Chief Compliance Officer
- CRD
- #400715
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,692,772 | $988,116 |
| Non-Discretionary | $0 | -- |
| Total | $108,692,772 | $988,116 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Five Mile River Investment Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.