Bank / Wealth / TrustRIA · CRD 109079SEC-Registered

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Riverplace Capital Management

Peter Bower established Riverplace Capital Management in 1998 in Jacksonville, Florida, targeting small business owners, family estates, and individual...

Riverplace Capital Management logo

Riverplace Capital Management

Peter Bower established Riverplace Capital Management in 1998 in Jacksonville, Florida, targeting small business owners, family estates, and individual investors. The firm has operated consistently for over 25 years, serving clients across Jacksonville, Ponte Vedra, St. Augustine, and the broader First Coast region. Riverplace positions itself as a fiduciary wealth manager, offering services including financial planning, portfolio management, retirement planning, and family office advisory. The firm emphasizes a bottom-up investment approach, blending top-down sector analysis with quantitative and qualitative screening of individual securities. The firm brands its research-driven philosophy as “The Lonely Bull,” signaling a contrarian posture, though specific public holdings are not disclosed. The firm primarily serves a private-client base through direct advisory relationships rather than pooled fund structures. The firm is led by Executive Chairman Peter Bower and operates under a board of directors that includes Daniel B. Nunn, Jr. The team highlights more than 100 years of combined experience across its advisors, though the total number of professionals is not publicly stated. Riverplace Capital operates from its Jacksonville headquarters, and recent public filings or media reports have not disclosed expansions into new offices or the launch of adjacent investment vehicles. Riverplace Capital’s structural architecture is that of a closely held fiduciary advisory firm, not a family office deploying proprietary capital. The firm’s governance is anchored by a board of directors that periodically reviews investment performance, financial soundness, and client metrics. Succession and day-to-day investment oversight flow from the founder-led Executive Chairman role, creating a centralized decision-making model characteristic of a multi-generational private advisory business.

General information

Firm type

Bank / Wealth / Trust

Year founded

1998

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Jacksonville

Corporate office

Jacksonville, FL, United States

Principals

Peter E. Bower

Executive Chairman

Daniel B. Nunn, Jr.

Board Member

Sector focus

Financial Services

Frequently asked questions

Who leads investment decisions at Riverplace Capital?

Founder and Executive Chairman Peter Bower is the central figure responsible for the firm's investment philosophy and strategic direction. The firm's website identifies Bower as the driver behind its proprietary financial models, though it does not name additional dedicated portfolio managers or a formal investment committee. The investment process is governed by a top-down and bottom-up analysis matrix developed in-house.

How does Riverplace Capital structure its client relationships?

Riverplace Capital operates as a fiduciary advisory firm, constructing personalized portfolios for individual clients rather than managing commingled pooled funds. The firm emphasizes direct, ongoing relationships between clients and portfolio managers, providing full account access and promising responses to inquiries within 24 hours. Assets are held in individually managed accounts tailored to each client's specific financial goals.

Is Riverplace Capital a single-family office or a wealth management firm?

Riverplace Capital is an investment advisory and wealth management firm, not a single-family office managing the assets of one family. It provides fiduciary planning, family office-style services, portfolio management, and small business advisory to multiple external clients. The firm’s Altss classification reflects its role as an asset manager serving external capital.

Does Riverplace Capital participate in fund commitments or only direct investments?

The firm’s public materials describe a process of direct bottom-up security selection and portfolio construction, indicating a direct investment model. There is no disclosure of investments in external private equity, venture capital, or hedge funds. The firm does not market participation in fund commitments or club deals.

Which sectors and investment strategies does Riverplace Capital focus on?

The firm does not limit itself to specific sectors publicly but describes a flexible research process that scans broadly for growth opportunities across the economy. Its portfolio construction blends top-down economic analysis with individual security selection. Client portfolios are customized, so sector exposures vary by account rather than following a single firm-wide mandate.

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