R
CRD: 332898
Rival Capital Management, LLC
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-17-2024
- Office Locations
- 2
Office Locations
-- Southlake TX
-- Williamsburg VA
About Rival Capital Management, LLC
Rival Capital Management, LLC is a Southlake-based RIA with 2 offices. The firm has been operating for 1 years. Managing $3.0M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOHN MATTHEW LOMBARDO
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #2629733
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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T
TINA LOUISE HERNANDEZ
--
- CRD
- #2247905
Available
Available
Available
BRADLEY HILTON STEVENSON
--
- CRD
- #8038751
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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