Riverbend Capital Advisors, LLC
SEC RegisteredDistinctive Municipal Bond Portfolios with Superior Quality & Active Relative Value
About the firm
Riverbend Capital Advisors offers distinctive municipal bond portfolios with a focus on superior quality and active relative value. The firm employs an active relative value (ARV) strategy to capture benefits from municipal market inefficiencies through high quality performance and a disciplined approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fully customized separately managed accounts (SMAs) designed to meet strategic goals and return/risk objectives; active relative value municipal bond portfolio management; exclusive municipal insights and tactical opportunities.
Who they serve
High net worth individuals, advisors, and select institutional clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 211 | $965M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $5,000,000 | 0.25% |
| Next $5,000,000 | 0.22% |
| Next $15,000,000 | 0.20% |
| Above $25,000,000 | 0.15% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Riverbend Capital Advisors, 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.
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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