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CATAWBA RIVER CAPITAL
4100 Charlotte Hwy.
Lake Wylie, South Carolina 29710
Tel: 803-831-0911
About CATAWBA RIVER CAPITAL
CATAWBA RIVER CAPITAL, formally registered with the SEC as CATAWBA RIVER CAPITAL. The firm was established in 05/16/2018. They have over 2 offices throughout the country.
CATAWBA RIVER CAPITAL is a Lake Wylie, South Carolina based Financial Planning firm with nearly $235,067,030 assets under management, offering retirement planning & investment advisory services to 820 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134217 |
| SEC# | 801-113237 |
| Assets Managed by Firm | $235,067,030 |
| No. of Clients | 820 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (PRIVATE INVESTMENT MANAGEMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 820 | $235,067,030 |
| Individuals (other than high net worth individuals) | 141 | $77,967,867 |
| High net worth individuals | 77 | $144,444,989 |
| Charitable organizations | 3 | $1,632,813 |
| Corporations or other businesses | 7 | $11,021,361 |
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|---|---|---|---|
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 | |
| $3,375,104,696 | 114 | 16 |
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