RIA Intel›Advisers›Minnesota›RIVER TREE CAPITAL MANAGEMENT, INC.

RIVER TREE CAPITAL MANAGEMENT, INC.

Advisory

MN

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account

$387K

across 68 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MN, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

10 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

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

GREATER GOOD FINANCIAL LLC

$26M

LAGER & COMPANY, INC.

$27M

LOWRY INVESTORS SERVICES INC

$27M

UPSTREAM FINANCIAL ADVISORS LLC

$26M

INTELLIGENT ALPHA LLC

MINNEAPOLIS, MN

$27M

SHORES EDGE FINANCIAL LLC

$27M

Get the full picture on RIVER TREE CAPITAL MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RIVER TREE CAPITAL MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans