# Prairie Rivers Investments, LLC

> Prairie Rivers Investments, LLC is an SEC-registered investment advisory firm in Robinson, IL, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 288153
- Filed as: PRAIRIE RIVERS INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Robinson, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288153
- AdvisorCensus page: https://advisorcensus.com/firm/prairie-rivers-investments-llc-robinson-il-288153

## Quick answers

**How is Prairie Rivers Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Prairie Rivers Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Prairie Rivers Investments, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $500 to $25,000 (financial plans); Hourly rate: $400 an hour (financial planning fees); Hourly rate: $500 an hour (Employer Sponsored Retirement Plan Consulting Fees); Hourly rate: $150 an hour (Long Term Care planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Prairie Rivers Investments, LLC located?**
Prairie Rivers Investments, LLC's principal office is in Robinson, IL, according to its Form ADV.

**Is Prairie Rivers Investments, LLC registered with the SEC or a state?**
Prairie Rivers Investments, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288153.

**How much does Prairie Rivers Investments, LLC manage?**
Prairie Rivers Investments, LLC reports $249,261,888 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Prairie Rivers Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Prairie Rivers Investments, LLC: Regulatory assets under management: $157,075,060 in the October 2021 data and $249,261,888 in the October 2026 data, up 59%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prairie Rivers Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (243); high net worth individuals (37); charitable organizations (13).

**Which custodians does Prairie Rivers Investments, LLC use?**
Prairie Rivers Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James and Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Prairie Rivers Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288153

**What changed in Prairie Rivers Investments, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $216,155,911 to $249,261,888 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $500 to $25,000 (financial plans)

> Fixed fees for financial plans range from $500 to $25,000. The specific fixed fee for your financial plan is specified in your planning agreement with Prairie Rivers Investments.

- Hourly rate: $400 an hour (financial planning fees)

> Under our hourly arrangement, financial planning fees are billed at an hourly rate up to $400.00 per hour depending on the complexity of the client’s financial situation.

- Hourly rate: $500 an hour (Employer Sponsored Retirement Plan Consulting Fees)

> Employer Sponsored Retirement Plan Consulting Fees: Consultation services for employer sponsored retirement plans are billable as hourly or fixed fee. The hourly rate can be up to $500 per hour, depending on the scope of services provided

- Hourly rate: $150 an hour (Long Term Care planning fees)

> Long Term Care planning fees are billed at an hourly rate up to $150 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James and Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $249,261,888
- Discretionary: $249,261,888
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 243 | $91,938,647 |
| High net worth individuals | 37 | $102,063,099 |
| Charitable organizations | 13 | $53,540,082 |
| Other investment advisers | Fewer than 5 | $3,130 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,716,930 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IL, IN, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ourpri.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $157,075,060 | 3 | February 23, 2021 |
| October 2022 | $189,489,354 | 5 | February 18, 2022 |
| October 2023 | $172,600,041 | 5 | March 21, 2023 |
| October 2024 | $191,646,137 | 5 | March 27, 2024 |
| October 2025 | $216,155,911 | 5 | March 28, 2025 |
| October 2026 | $249,261,888 | 5 | March 30, 2026 |

Regulatory assets under management: $157,075,060 in the October 2021 data and $249,261,888 in the October 2026 data, up 59%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $216,155,911 to $249,261,888 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prairie Rivers Investments, LLC (CRD 288153): Form ADV filing data as of October 2026.