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The Old River Company (Boca Raton)


The Old River Company is a large advisory firm based in Boca Raton. It manages $36.01 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.




The Old River Company provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Old River Company: assets under management

The assets under management (AUM) of The Old River Company is $36.01 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.37 million in discretionary accounts and $1.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $354.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $234.07 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Old River Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boca Raton

The principal office where The Old River Company performs its advisory services is located at 5053 Pointe Emerald Lane, Boca Raton, FL 33486, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-750-8582 or by fax 561-892-2874. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday.


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