CRD: 157117
Riverbend Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-2011
- Office Locations
- 1
Office Locations
About Riverbend Capital Advisors, LLC
Riverbend Capital Advisors is a Chicago-based municipal bond specialist managing customized SMA portfolios for high-net-worth investors, advisors, and select institutions. The team uses an active relative value approach focused on high-quality munis to capture municipal market inefficiencies while managing sector and credit exposure. Known for timely muni insights and on-demand responsiveness; available via Schwab and Fidelity/NFS.
Team overview
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Client Personas
Custodian
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Owner & Executives
THOMAS ROBERT HESSION JR
Managing Partner, Partner
- CRD
- #2518824
- Ownership
- 25% but less than 50%
Timothy McGregor
Advisor, Managing Partner
- CRD
- #7959430
- Ownership
- 10% but less than 25%
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Charles Jackson Raftery
--
- CRD
- #7800818
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,104,592,273 | $4,572,620 |
| Non-Discretionary | $0 | -- |
| Total | $1,104,592,273 | $4,572,620 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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