# Mountain River Financial

> Mountain River Financial is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 291335
- Filed as: MOUNTAIN RIVER FINANCIAL
- Legal name: Mountain River Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291335
- AdvisorCensus page: https://advisorcensus.com/firm/mountain-river-financial-291335

## Quick answers

**How is Mountain River Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Mountain River Financial reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mountain River Financial registered with the SEC or a state?**
Mountain River Financial is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291335.

**How much does Mountain River Financial manage?**
Mountain River Financial reports $17,577,290 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Mountain River Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (7).

**Does Mountain River Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291335

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $17,577,290
- Discretionary: $17,577,290
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $4,865,394 |
| High net worth individuals | 7 | $12,711,896 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mountainriverfinancial.com
- Facebook @mountainriverfinancial
- LinkedIn @mountain-river-financial
- X @MountRiverFin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mountain River Financial (CRD 291335): Form ADV filing data as of October 2026.