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Catawba River Capital

Headquartered in LAKE WYLIE, SC

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Firm Information

Catawba River Capital is a Registered Investment Advisor based in LAKE WYLIE, SC with $235,067,030 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and other private investment management services. They primarily serve high-net-worth individuals, corporations, and charitable organizations.

Catawba River Capital

4100 CHARLOTTE HWY.

LAKE WYLIE, SC 29710

$235.07M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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private investment management services

Private investment management services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CATAWBA RIVER CAPITAL has a total of 1 branch locations across the country.
location

LAKE WYLIE, SC

Advisors at Catawba River Capital

View All 3 Advisors
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Robert Paul Boggs

RA

LAKE WYLIE, SC

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Derek Martin Lewis

CFP®, RA

LAKE WYLIE, SC

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Jonathan A Shaw

RA

LAKE WYLIE, SC

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Disclosures

There are no public disclosures for Catawba River Capital.

Frequently Asked Questions (6)

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