CRD: 314312
River City Wealth Management
$179.6M Total AUM
$179.6M Disc. AUM
10.1% 3Y CAGR
4 Employees
128 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-28-2021
- Office Locations
- 1
Office Locations
10175 Fortune Pkwy Unit 603 Jacksonville FL
About River City Wealth Management
River City Wealth Management is a Jacksonville, FL fee-only advisory firm focused on holistic financial planning for individuals approaching or in retirement. The team builds and monitors personalized plans integrating retirement income, Social Security, tax considerations and risk management, with ongoing investment management using funds/ETFs and fixed income. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$89.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHELLE LYNN BARRON
Chief Compliance Officer, Financial Advisor, Manager
- CRD
- #3070248
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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B
BRIAN M HUGHES
Financial Advisor
- CRD
- #5147759
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,631,771 | $489,460 |
| Non-Discretionary | $0 | -- |
| Total | $179,631,771 | $489,460 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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