DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RIVERPLACE CAPITAL MANAGEMENT INC

CRD 109079

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:79c7f082-edb3-8562-51e2-b90d425bc710

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 0
Observed: Nov 15, 2011 to Jul 31, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $267MItem 5.F on the latest filing (2026-07-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $267M
Private client RAUM: $233MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $89.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 352
Individual clients: 109
High net worth clients: 48
SEC number: 801-79970
CRD: 109079
Filings on the tape: 31
First filed: Nov 15, 2011
Latest filed: Jul 31, 2026
Organised: Corporation, FL
Website: riverplacecapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER EDWARD BOWER	n/a	JACKSONVILLE, FL	23	46	n/a	no
Annette Y Campos	n/a	JACKSONVILLE, FL	4	10	2	no
TERRI CASON KIMBALL	n/a	JACKSONVILLE, FL	0	37	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOWER, PETER, EDWARD	EXECUTIVE CHAIRMAN AND CIO	E	yes	01/2002	Nov 15, 2011	Mar 27, 2024
Campos, Annette, Y	DIRECTOR OF OPERATIONS AND COMPLIANCE, CCO	Na	no	06/2021	Mar 14, 2022	Mar 27, 2024
KIMBALL, TERRI, CASON	EXECUTIVE VICE PRESIDENT, CONTROLLER	Na	no	08/2006	Nov 15, 2011	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RIVERPLACE ANALYTICS, LLC	n/a	Former SEC adviser	$0	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$267M	$267M	6	5	0	n/a	n/a
2024	Mar 28, 2025	$236M	$236M	7	4	0	n/a	n/a
2023	Mar 27, 2024	$213M	$213M	7	4	0	n/a	n/a
2022	Mar 28, 2023	$181M	$181M	7	4	0	n/a	n/a
2021	Mar 14, 2022	$201M	$201M	7	4	0	n/a	n/a
2020	Mar 4, 2021	$164M	$164M	6	4	0	n/a	n/a
2019	Mar 17, 2020	$155M	$155M	6	4	0	n/a	n/a
2018	Feb 15, 2019	$133M	$133M	6	4	0	n/a	n/a
2017	Mar 14, 2018	$148M	$148M	5	3	0	n/a	n/a
2016	Mar 1, 2017	$111M	$111M	4	2	n/a	n/a	n/a
2015	Feb 19, 2016	$107M	$107M	4	2	n/a	n/a	n/a
2014	Mar 11, 2015	$113M	$113M	4	2	n/a	n/a	n/a
2011	Mar 29, 2012	$75.4M	$73.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	66.7%	0	2	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$267M	$236M	13.1%	$181M	13.9%	4	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ELEVATION POINT WEALTH PARTNERS, LLC	2	Jul 10, 2026	Jun 17, 2026	JACKSONVILLE, FL	Team lift out	RIA to RIA	40.0%

Relationships

Affiliated with (2)

→ RIVERPLACE ANALYTICS, LLCRegistered adviserother investment adviser
factForm ADV
← RIVERPLACE ANALYTICS, LLCRegistered adviserother investment adviser
factForm ADV

Registered with (8)

← TERRI CASON KIMBALLAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Annette Y CamposAdvisorregistration: current employment
Jan 12, 2022 to presentfactForm ADV
← PETER EDWARD BOWERAdvisorregistration: current employment
Aug 8, 2003 to presentfactForm ADV
← MARK WILLIAM ROSSAdvisorregistration: previous registration
May 9, 2017 to Jul 10, 2026factForm ADV
← SCOTT C WOHLERSAdvisorregistration: previous registration
Apr 24, 2018 to Jul 10, 2026factForm ADV
← NICHOLAS REGESTER WHITCRAFTAdvisorregistration: previous registration
Aug 8, 2003 to Feb 5, 2008factForm ADV
← PATRICK DAVID POWERSAdvisorregistration: previous registration
Apr 10, 2003 to Dec 31, 2007factForm ADV
← CHRISTINE DARLENE BLANCHARDAdvisorregistration: previous registration
Apr 10, 2003 to Dec 31, 2007factForm ADV

Moved with (1)

→ ELEVATION POINT WEALTH PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Jul 10, 2026 to Jun 17, 2026factForm ADV

Owns (2)

← KIMBALL, TERRI, CASONOwnerEXECUTIVE VICE PRESIDENT, CONTROLLER, ownership code NA, individual
Nov 15, 2011 to Mar 27, 2024factForm ADV
← Campos, Annette, YOwnerDIRECTOR OF OPERATIONS AND COMPLIANCE, CCO, ownership code NA, individual
Mar 14, 2022 to Mar 27, 2024factForm ADV

Controls (1)

← BOWER, PETER, EDWARDOwnerEXECUTIVE CHAIRMAN AND CIO, ownership code E, individual
Nov 15, 2011 to Mar 27, 2024factForm ADV

Dated events

Occurred
Jul 10, 2026
Team lift-out
2 advisors left Riverplace Capital Management Inc (Jacksonville, FL) for Elevation Point Wealth Partners, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 10, 2026
Advisor changed firm
Scott C Wohlers left Riverplace Capital Management Inc for Elevation Point Wealth Partners, Llc (registered 2026-06-17)
Form ADVobserved 4 days ago
Occurred
Jul 10, 2026
Advisor changed firm
Mark William Ross left Riverplace Capital Management Inc for Elevation Point Wealth Partners, Llc (registered 2026-06-17)
Form ADVobserved 4 days ago
Occurred
Jun 18, 2014
First Form ADV filing
Riverplace Capital Management Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79c7f082-edb3-8562-51e2-b90d425bc710
First observed: Nov 15, 2011
Last observed: Jul 31, 2026 51 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RIVERPLACE CAPITAL MANAGEMENT INC

CRD 109079

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:79c7f082-edb3-8562-51e2-b90d425bc710

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER EDWARD BOWER

n/a

JACKSONVILLE, FL

n/a

Annette Y Campos

n/a

JACKSONVILLE, FL

TERRI CASON KIMBALL

n/a

JACKSONVILLE, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWER, PETER, EDWARD

EXECUTIVE CHAIRMAN AND CIO

yes

01/2002

Nov 15, 2011

Mar 27, 2024

Campos, Annette, Y

DIRECTOR OF OPERATIONS AND COMPLIANCE, CCO

06/2021

Mar 14, 2022

Mar 27, 2024

KIMBALL, TERRI, CASON

EXECUTIVE VICE PRESIDENT, CONTROLLER

08/2006

Nov 15, 2011

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RIVERPLACE ANALYTICS, LLC

n/a

Former SEC adviser

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$267M

n/a

2024

Mar 28, 2025

$236M

n/a

2023

Mar 27, 2024

$213M

n/a

2022

Mar 28, 2023

$181M

n/a

2021

Mar 14, 2022

$201M

n/a

2020

Mar 4, 2021

$164M

n/a

2019

Mar 17, 2020

$155M

n/a

2018

Feb 15, 2019

$133M

n/a

2017

Mar 14, 2018

$148M

n/a

2016

Mar 1, 2017

$111M

n/a

2015

Feb 19, 2016

$107M

n/a

2014

Mar 11, 2015

$113M

n/a

2011

Mar 29, 2012

$75.4M

$73.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

66.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$267M

$236M

13.1%

$181M

13.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ELEVATION POINT WEALTH PARTNERS, LLC

Jul 10, 2026

Jun 17, 2026

JACKSONVILLE, FL

Team lift out

RIA to RIA

40.0%