RIA Intel›Advisers›Florida›RIVERWOOD CAPITAL ADVISORS, LLC

RIVERWOOD CAPITAL ADVISORS, LLC

Advisory

FL

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in FL

#1,843

of 2,610 advisers by AUM

Average account

$463K

across 65 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients65

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA

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

65 clients

48 high-net-worth

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

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

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SAUNDERS, COOK & SEARLE ASSET MANAGEMENT, CORP.

$30M

PATRIOT SECURITIES LLC

$30M

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