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River Raisin Investment Partners, Inc.
Filed as RIVER RAISIN INVESTMENT PARTNERS, INC.
River Raisin Investment Partners, Inc. is an SEC-registered investment advisory firm in Monroe, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.
Quick answers
From the filingHow is River Raisin Investment Partners, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), River Raisin Investment Partners, Inc. reports these compensation arrangements: a percentage of assets under its management.
How much does River Raisin Investment Partners, Inc. charge?
Its Form ADV Part 2A brochure dated June 11, 2026 states: Subscription: $20 to $2,500 a month (ongoing planning engagements); Flat fee: $5,000 (non-recurring planning services); Hourly rate: $500 an hour (nonrecurring planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is River Raisin Investment Partners, Inc. located?
River Raisin Investment Partners, Inc.'s principal office is in Monroe, MI, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is River Raisin Investment Partners, Inc. registered with the SEC or a state?
River Raisin Investment Partners, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 298014.
How much does River Raisin Investment Partners, Inc. manage?
River Raisin Investment Partners, Inc. reports $163,541,000 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).
What types of clients does River Raisin Investment Partners, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (487); high net worth individuals (87).
Which custodians does River Raisin Investment Partners, Inc. use?
River Raisin Investment Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does River Raisin Investment Partners, Inc. 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/298014
What changed in River Raisin Investment Partners, Inc.'s recent Form ADV filings?
In the August 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Minimum annual fee: $5,000
The brochure's wording
We require a minimum fee of $5,000 per client.
Subscription: $20 to $2,500 a month (ongoing planning engagements)
The brochure's wording
Within the same calendar month of the creation of the personalized plan, the Adviser will assess an ongoing monthly fee ranging from $20 to $2,500, which is paid in advance each month going forward.
Flat fee: $5,000 (non-recurring planning services)
The brochure's wording
For non-recurring engagements, the Adviser may charge either a one-time planning fee of up to $5,000 or provide nonrecurring planning services for an hourly fee
Hourly rate: $500 an hour (nonrecurring planning services)
The brochure's wording
provide nonrecurring planning services for an hourly fee for which the maximum hourly fee is up to $500/hour.
As stated in the firm's Form ADV Part 2A brochure dated June 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$163,541,000 as of October 2026, filing dated June 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. River Raisin Investment Partners, Inc. (CRD 298014): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/river-raisin-investment-partners-inc-monroe-mi-298014