AdvisorOS Directory
Claim Profile
CS

Calvin King Stephens

RIVER CAPITAL ADVISORS, LC·JACKSONVILLE, Florida
Unclaimed Profile
5011 GATE PARKWAY, JACKSONVILLE, FL 32256CRD# 4939876Firm CRD# 133706
01

About

Calvin King Stephens is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with RIVER CAPITAL ADVISORS, LC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RIVER CAPITAL ADVISORS, LC
RIVER CAPITAL ADVISORS, LC
AUM
$294M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at RIVER CAPITAL ADVISORS, LC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4939876
Firm CRD# 133706
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Florida or claim this profile if it's yours.

Browse JACKSONVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Calvin King Stephens offer?
Calvin King Stephens specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Calvin King Stephens's credentials?
Calvin King Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Calvin King Stephens located?
Calvin King Stephens is based in JACKSONVILLE, Florida, working with RIVER CAPITAL ADVISORS, LC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Calvin King Stephens charge for services?
Calvin King Stephens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVER CAPITAL ADVISORS, LC?
RIVER CAPITAL ADVISORS, LC has approximately 6 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in JACKSONVILLE
Michael Dean Thomas — WMD ASSET MANAGEMENT, LLCMatthew Brian Bishop — BULL & BEAR CAPITAL ADVISORS, LLCMatthew Boyd Cochran — LBA WEALTH MANAGEMENT, LLCRichard Freeman Kraner — BDO WEALTH ADVISORS, LLCGilchrist Baker Berg — CHALLEN ASSET MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile