$65.9M Total AUM
$65.9M Disc. AUM
-- 3Y CAGR
3 Employees
183 ADV. Clients
27 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · Newport Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-29-1998
- Office Locations
- 1
Office Locations
2900 Veach Road Suite 2 Owensboro KY
About Rivercities Asset Management, LLC
Riney Hancock CPAs is an Owensboro, KY-based accounting and consulting firm serving individuals and businesses across western Kentucky and southern Indiana since 1973. Services include traditional CPA work, financial consultation, comprehensive tax planning, valuations, litigation support, and medical/dental practice management.
Team overview
-- AVG AGE
$65.9M AVG AUM / ADVISOR
$360.2K AVG AUM / CLIENT
11.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES ADAM HANCOCK
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
J
JENNIFER GUDORF
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,924,728 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,924,728 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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