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Bank / Wealth / TrustRIA · CRD 134217SEC-Registered

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Catawba River Capital

Catawba River Capital was established in 2000 as a Lake Wylie-based wealth manager. It functions as a registered investment advisor. The firm delivers...

Overview

Catawba River Capital was established in 2000 as a Lake Wylie-based wealth manager. It functions as a registered investment advisor. The firm delivers investment advisory services that include financial planning and portfolio management. No specific asset classes, named holdings, or geographic deployment details appear in available records. No information on team size, additional offices, or operational events from the last 24 months is available. The firm serves individuals, high-net-worth individuals, and business entities.

General information

Firm type

Bank / Wealth / Trust

Year founded

2000

Location

Region

North America

Country

United States

City

Lake Wylie

Corporate office

Lake Wylie, United States

Frequently asked questions

What services does Catawba River Capital provide?

The firm offers investment advisory services that include financial planning and portfolio management to individuals, high-net-worth individuals, and business entities.

When was Catawba River Capital founded?

Catawba River Capital was established in 2000.

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