CRD: 153537
River Street Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-08-2010
- Office Locations
- 8
Office Locations
About River Street Advisors, LLC
River Street Advisors, LLC is an Aurora, IL RIA (CRD 153537) serving retail and institutional clients through the Old Second platform. The team provides financial planning and portfolio construction alongside discretionary asset management, with portfolios spanning ETFs, mutual funds and fixed income. Custodied at Charles Schwab, and publishes a weekly Wealth Economic Update/market insights newsletter for client communication.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVID BRENNAN BACH
Chief Compliance Officer
- CRD
- #6940879
- Ownership
- Less than 5%
MICHAEL THOMAS CAVA
MANAGING DIRECTOR, Senior Portfolio Manager, Vice President
- CRD
- #1590094
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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MICHAEL DAVID ABBATACOLA
Financial Advisor, Vice President
- CRD
- #1955854
Christopher Baker
Investment Assistant
- CRD
- --
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $520,799,829 | $492,249 |
| Non-Discretionary | $18,429,376 | $801,277 |
| Total | $539,229,205 | $498,824 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | 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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