RIVER ROAD ASSET MANAGEMENT, LLC
SEC RegisteredDiscovering value, off the beaten path ®
About the firm
River Road Asset Management is a boutique institutional asset management firm located in Louisville, KY. They employ a bottom-up, fundamentally driven investment approach called Absolute Value® which seeks to generate attractive, sustainable returns over the long term, with an emphasis on minimizing downside portfolio risk. For more than 25 years, they have served a mix of institutional investors around the world, offering solutions to meet client-specific needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Eight value-oriented investment strategies including Small Cap Value, Small-Mid Cap Value, Mid Cap Value, Large Cap Value Select, Dividend All-Cap Value, and Focused Absolute Value®, managing assets under management and advisory-only assets.
Who they serve
Institutional investors around the globe, served on four continents and in 16 countries.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 21 | $87M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 11 | $1.8B |
| Charitable Organizations | 22 | $1.6B |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
28 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RIVER ROAD ASSET MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.