# 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.

- CRD: 298014
- Filed as: RIVER RAISIN INVESTMENT PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Monroe, MI
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298014
- AdvisorCensus page: https://advisorcensus.com/firm/river-raisin-investment-partners-inc-monroe-mi-298014

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Minimum annual fee: $5,000

> We require a minimum fee of $5,000 per client.

- Subscription: $20 to $2,500 a month (ongoing planning engagements)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $163,541,000
- Discretionary: $163,541,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 487 | $97,611,153 |
| High net worth individuals | 87 | $65,929,847 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Monroe, MI

### Websites listed on Form ADV (Item 1.I)
- rrinvp.com
- Facebook facebook.com

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. River Raisin Investment Partners, Inc. (CRD 298014): Form ADV filing data as of October 2026.