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Robert Paul Boggs

Catawba River Capital

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About Robert Paul Boggs

Robert Paul Boggs is a financial advisor with Catawba River Capital. Robert has been in the industry since 1995. Prior to joining Catawba River Capital, Robert worked at RAYMOND JAMES FINANCIAL SERVICES, INC., EDWARD JONES and OLDE DISCOUNT CORPORATION. Robert is licensed to provide financial services in South Carolina.

Firm Information

Robert Boggs is currently registered with Catawba River Capital. 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.

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Robert Boggs’s Registration & Firm History

SC

02/19/2025 - Present

Catawba River Capital (LAKE WYLIE SC)

SC

09/01/2000 - 03/28/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKE WYLIE SC)

MO

02/21/1997 - 09/18/2000

EDWARD JONES (ST. LOUIS MO)

MI

12/15/1995 - 01/21/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 09/13/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 05/16/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/14/1995

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Paul Boggs.
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