RIVERPLACE CAPITAL MANAGEMENT INC
SEC RegisteredMore Than 25 Years of trusted Family Wealth Management
About the firm
Riverplace Capital is a full-service fiduciary agency headquartered in Jacksonville, FL, founded in 1998 by Executive Chairman Peter Bower. The firm offers fiduciary planning, family wealth management, and investment management to individuals, families, and small businesses, with over 100 years of combined team experience. All services are handled in-house, serving clients across Jacksonville, Ponte Vedra, St. Augustine, and the entire First Coast.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Small business owners, family estates, individual investors, financially forward thinkers, and families seeking generational wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 109 | $50M |
| High Net Worth Individuals | 48 | $183M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.25% |
| Above $2,000,000 | 1.00% |
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RIVERPLACE CAPITAL MANAGEMENT INC 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.