WHITE RIVER INVESTMENTS

WHITE RIVER INVESTMENTS is an SEC-registered investment adviser (CRD 313722). Regulatory assets under management: $23.6M.

Registration

• CRD: 313722
• Type: Registered investment adviser
• Phone: 512-809-0898
• Latest filing: 2026-03-18
• Regulatory AUM: $23.6M
• Discretionary AUM: $23.6M
• Clients: 2
• Accounts: 117

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313722 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search