# White River Investments

> White River Investments is a state-registered investment advisory firm in Austin, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 313722
- Filed as: WHITE RIVER INVESTMENTS
- Legal name: White River Consulting LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313722
- AdvisorCensus page: https://advisorcensus.com/firm/white-river-investments-austin-tx-313722

## Quick answers

**How is White River Investments compensated?**
On its Form ADV (Item 5.E, October 2026), White River Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is White River Investments located?**
White River Investments' principal office is in Austin, TX, according to its Form ADV.

**Is White River Investments registered with the SEC or a state?**
White River Investments is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313722.

**How much does White River Investments manage?**
White River Investments reports $23,552,091 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does White River Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (8).

**Does White River Investments 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/313722

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $23,552,091
- Discretionary: $23,552,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $9,561,996 |
| High net worth individuals | 8 | $13,990,095 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @christi-van-rite-364b5218

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White River Investments (CRD 313722): Form ADV filing data as of October 2026.