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About River Capital Advisors, L.C.
River Capital Advisors, L.C. has been a trusted financial fiduciary since 1998, legally bound to act in clients' best interests. Free from proprietary products and affiliations, they maintain complete independence, ensuring their fee-only structure aligns with clients' well-being.
Founded by Edward P. Schmitzer, CPA/PFS, CFP®, River Capital is a subsidiary of the renowned CPA firm Smoak, Davis & Nixon, LLP, established in 1924. Located in Jacksonville, FL, their SEC-registered, independent advisory status exemplifies their commitment to holistic financial assistance.
Acting as a personal Chief Financial Officer, they offer comprehensive financial planning and wealth management, emphasizing goals, investment management, tax planning, estate planning, and more. Smoak, Davis, & Nixon supplements tax services.
River Capital combines due diligence, research, and a proactive approach to serve clients while reducing investment costs and managing risk, keeping clients' financial well-being at the forefront.
Their well-defined investment beliefs prioritize clients' objectives and focus on a long-term perspective, seeking to mitigate market-driven emotional responses. Diversification, value investing, and cost-conscious strategies underscore their commitment to client success.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Financial Planning
- Retirement Planning
- Investment Planning
- Insurance Planning
- Annuity Planning
- Cash Flow Planning
- Education Planning
- Tax Planning
- Estate Planning
More about River Capital Advisors, L.C.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 133706 | 6 |
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