CRD: 148741
Riverwood Capital Advisors, LLC
$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
17 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-17-2008
- Office Locations
- 1
Office Locations
-- Saint Johns FL
About Riverwood Capital Advisors, LLC
Riverwood Capital Advisors, LLC is a Jacksonville-area independent wealth manager providing customized investment solutions and comprehensive wealth management, including portfolio construction and tax/estate planning. The firm manages discretionary SMA portfolios with a core allocation to ETFs and U.S. government/agency bonds, custodied primarily at Interactive Brokers.
Team overview
-- AVG AGE
$30.1M AVG AUM / ADVISOR
$463.1K AVG AUM / CLIENT
17.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs 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
M
MITCHELL EVANS MALONE
Managing Member, President
- CRD
- #1407399
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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