← Tributary

RIVERBEND CAPITAL ADVISORS, LLC

CHICAGO, IL · CRD 157117 · IAPD ↗ · riverbendcapitaladvisors.com · 312-948-5100

$1.10BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
August 2026 — RIVERBEND CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($964.8M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
65
August 2025 — RIVERBEND CAPITAL ADVISORS, LLC reported RAUM up 36% ($605.4M -> $820.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.