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Scott C Wohlers

Investment Adviser Representative at Riverplace Capital Management Inc

Jacksonville, FLCRD #6917656Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott C. Wohlers is an investment adviser representative with Riverplace Capital Management Inc in Jacksonville, FL, where they have been registered since 2018, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.

Office

1301 Riverplace Blvd, Suite 2130
Jacksonville, FL 32207-9032

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/20/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Riverplace Capital Management IncCurrent
4/24/2018 – Jacksonville, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Riverplace Capital Management Inc
    Feb 2018 – Jun 2026Jacksonville, FL
  2. Advantage Dermatology
    Jul 2017 – Sep 2017Jacksonville, FL
  3. Regions BANK
    Sep 2012 – Jul 2017Jacksonville, FL
  4. SELF Employed
    Oct 2017 – Jan 2018Jacksonville, FL
  5. Elevation Point Wealth Partners
    Jun 2026 – no end date reportedFernandina Beach, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Riverplace Capital Management Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$100,000 (waivable)
Firm's annual rate schedule by assets
  • First $2,000,0001.25%
  • Above $2,000,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Private investment plans, portfolio management, private wealth management, family office services, estate planning, financial planning, retirement planning, small business advisory, 401k, pension fund management, profit-sharing plans, and tax protection — all handled in-house.

Retirement PlanningInvestment ManagementFinancial PlanningEstate PlanningTax PlanningWealth Management
Firm areas of expertise
Fiduciary PlanningFamily Wealth ManagementInvestment ManagementPortfolio ManagementEstate PlanningRetirement PlanningSmall Business AdvisoryFamily Office ServicesTax ProtectionPension Fund ManagementGenerational Wealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Jacksonville, FL
Founded:
1998
SEC file number:
801-79970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 31, 2026

View full firm profile

Other advisors at Riverplace Capital Management Inc

4 other advisors in the directory

View Riverplace Capital Management Inc firm profile

Similar advisors in Jacksonville, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott C Wohlers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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