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Park River Advisors

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Client assets under management

$45,126,000

Clients

38

39% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

19

Low

Average account size

$1,187,526

About

Park River Advisors LLC provides fee-based investment advisory services, discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals, trusts, estates, charitable organizations and other entities. The firm manages roughly $45 million in discretionary assets for a relatively small client roster and delivers customized services on a client-by-client basis.

The firm’s stated investment approach emphasizes a tactical allocation strategy intended to reduce risk and pursue improved performance, and it applies fundamental, technical, and cyclical analysis in portfolio construction. Park River Advisors may use a range of instruments — including listed equities, fixed income, mutual funds, options, and occasional short sales or cash positions as hedges — and monitors accounts on an ongoing, discretionary basis.

Distinctive features include a small advisory team led by a CFA charterholder with a background in institutional equity research and a second advisor who continues to work full time in the technology sector, reflecting an atypical staffing mix for firms of this size. The firm also offers investment consulting engagements on negotiated monthly or hourly terms and will implement active derivative and short-selling strategies in certain accounts, practices that are less common among similarly supported advisors.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Social Security optimization Income planning Long-term care insurance Equity compensation tax strategy

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Fee options

Fixed

Fixed fee for Financial Planning Services up to $5,000 per plan; Investment Consulting Services fixed fee $5,000 to $20,000 per month

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.50% Over $5 million+: Negotiable

Project-based

$500 per hour for Investment Consulting Services

Other

Minimum fee: Management fees range from $2,500 to $10,000 per annum depending on strategy and account size; negotiated at discretion Fee-only: Fixed fee for Financial Planning Services up to $5,000 per plan; Investment Consulting Services fixed fee $5,000 to $20,000 per month; hourly fee $500 per hour

Main office location

Park River Advisors

Shorewood IL, United States

Number of offices

1

Most active in

More info

Illinois · Nevada

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 815-370-0425

Advisors at this firm

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user avatar

Eric W

CFA®

Shorewood, IL

Park River Advisors

Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.

Retirement income strategy Social Security optimization Income planning Long-term care insurance Equity compensation tax strategy
user avatar

Adam O

Series 65

Shorewood, IL

Park River Advisors

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Retirement income strategy Social Security optimization Income planning Long-term care insurance Equity compensation tax strategy
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