River Street Advisors, Llc
- Regulatory AUM
- $539M
- Discretionary
- $521M
- Clients
- 492
- Avg AUM / client
- $1.1M
- Accounts
- 1,081
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 338 | $140M | 26.0% |
| High net worth individuals | 139 | $373M | 69.1% |
| Charitable organizations | 3 | $455K | 0.08% |
| Corporations and other businesses | 12 | $25.9M | 4.81% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Joseph Johnson | Managing Director/Senior Portfolio Manager | CFP CFA | Oct 2010 (16y) | Less than 5% |
| Richard A. Gartelmann | Chief Executive Officer | CFP | Dec 2011 (15y) | Less than 5% |
| Jacqueline Ann Runnberg | Managing Director/Wealth Advisor | CFP | Aug 2015 (11y) | Less than 5% |
| Steven C Meves | Managing Director/Chief Investment Officer | CFA | Oct 2016 (10y) | Less than 5% |
| David Brennan Bach | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% | |
| Michael Thomas Cava | Managing Director/Senior Portfolio Manager | CFP CFA | Aug 2018 (8y) | Less than 5% |
| Amy Lynch | Registered representative | Jun 2017 (9y) | ||
| Yamilet Suarez | Registered representative | Mar 2019 (7y) | ||
| Travis James Buoy | Registered representative | Aug 2022 (4y) | ||
| Christopher Joseph Laporta | Registered representative | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Old Second Bank | Sole Member | Apr 2010 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $539M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗