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| River Street Advisors LLC
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|---|---|
| CRD # | 153537 |
| SEC # | 801-119750 |
| CIK # | 0001964897 |
| AUM | 539.2 M (2026-06-09) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 630-906-5501 |
| Address | 37 S River Street Aurora, IL 60506 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Old Second Bancorp Inc | 15.1 | ||
| Nvidia Corp | 10.1 | ||
| Apple Inc | 8.2 | ||
| Broadcom Inc | 6.9 | ||
| J P Morgan Chase & Co | 6.6 | ||
| Alphabet Inc | 6.4 | ||
| Microsoft Corp | 6.1 | ||
| Caterpillar Inc | 5.9 | ||
| Corning Inc /NY | 4.7 | ||
| Lilly Eli & Co | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 140.3 |
| (b) Individuals (high net worth individuals) | 139 | 372.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 25.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,081 | 539.2 |
| By Discretionary | ||
| Discretionary | 1,058 | 520.8 |
| Non-Discretionary | 23 | 18.4 |
| Total | 1,081 | 539.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 538.1 | |
| Total | 1,081 | 539.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964897] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Compound Family Offices LLC
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|
FL | 540.8 M |
|
Gray Private Wealth LLC
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MA | 540.7 M |
|
IMC Advisors LLC
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IN | 540.0 M |
|
Spirit of America Management Corp
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NY | 540.0 M |
|
Dynamic Financial Group LLC
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|
IA | 539.6 M |
|
Access Wealth Planning LLC
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|
NJ | 539.1 M |
|
Buska Wealth Management LLC
✚
|
WI | 538.7 M |
|
Morris Financial Concepts Inc
✚
|
SC | 538.4 M |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 538.0 M |
|
Weaver Capital Management LLC
✚
|
GA | 537.8 M |