RIA Intel›Advisers›Idaho›BOISE RIVER FINANCIAL LLC

BOISE RIVER FINANCIAL LLC

Advisory

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account

$338K

across 17 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

GARCIA FINANCIAL PLANNING LLC

MERIDIAN, ID

$6M

HUGHES STRATEGIC GROUP LLC

$6M

MCLACHLAN INVESTMENT SERVICES LLC

$5M

ENDURO WEALTH MANAGEMENT, LLC

$4M

CAPITAL FINANCIAL BOISE, INC.

$4M

SUMMIT CREEK CAPITAL LLC

KETCHUM, ID

$4M

-86.3% 1Y

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