{"url":"https://nivawealth.com/firms/rcw-management-314312","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314312","regulatoryAum":179631771,"crd":"314312","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3070248","suffix":null,"lastName":"BARRON","firstName":"MICHELLE","middleName":"LYNN"},{"crd":"5147759","suffix":null,"lastName":"HUGHES","firstName":"BRIAN","middleName":"M"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-28","regulatoryAum":0,"clients":0,"employees":3,"offices":1},{"filedOn":"2022-06-16","regulatoryAum":126072169,"clients":94,"employees":3,"offices":1},{"filedOn":"2023-02-08","regulatoryAum":114967083,"clients":97,"employees":4,"offices":1},{"filedOn":"2024-05-14","regulatoryAum":133582938,"clients":108,"employees":4,"offices":1},{"filedOn":"2025-02-27","regulatoryAum":151679313,"clients":122,"employees":4,"offices":1},{"filedOn":"2026-07-01","regulatoryAum":179631771,"clients":128,"employees":4,"offices":1}],"secFileNumber":"801-121329","legalName":"RCW Management, LLC","displayName":"RCW Management","slug":"rcw-management-314312","website":"https://rivercitywealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/river-city-wealth-management","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10175 Fortune Pkwy, Unit 603","city":"Jacksonville","state":"FL","stateName":"Florida","country":"United States","postalCode":"32256"},"tradeNames":[],"registration":{"secApproved":"28 May 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1403373.2109375,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":179631771,"discretionary":179631771,"discretionaryAccounts":367,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":74,"regulatoryAum":37813532},{"label":"High-net-worth individuals","clients":54,"regulatoryAum":141818239}],"feePrograms":[{"role":"main","program":"Investment Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009658","versionId":1009658,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-17","documentName":"RCW ADV 2A MARCH 2023","fee_rate_low":1,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is billed at an hourly rate of $250 to $500, with services generally ranging from $500 to $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009658","versionId":1009658,"submittedOn":"2026-02-17","documentName":"RCW ADV 2A MARCH 2023"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:58:29.381087+00:00","documents":[{"name":"RCW ADV 2A MARCH 2023","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009658","versionId":1009658,"submittedOn":"2026-02-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":179631771}],"custodyNote":"RCW Management has custody of $71.5M for 75 clients.","otherCustodians":[],"leadership":[{"name":"Michelle Barron","title":"Manager, Chief Compliance Officer & Trustee","crd":"3070248"}],"ownership":[{"label":"Michelle Barron","detail":"Manager, chief compliance officer & trustee in the 75% or more ownership band and a control person, since November 2017."},{"label":"Michelle L. 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They include 74 individual clients and 54 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does RCW Management offer?","answer":"RCW Management provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does RCW Management charge?","answer":"RCW Management charges 1.00%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.","source":"RCW ADV 2A MARCH 2023, filed 17 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does RCW Management use?","answer":"RCW Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $180M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RCW Management have?","answer":"RCW Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RCW Management invest in?","answer":"At the end of its last fiscal year, RCW Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 8% investment grade corporate bonds, 3% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns RCW Management?","answer":"RCW Management’s direct owners are Michelle Barron (75% or more) and Michelle L. Barron Revocable Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RCW Management get paid?","answer":"RCW Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact RCW Management?","answer":"RCW Management’s main office is at 10175 Fortune Pkwy, Unit 603, Jacksonville, FL 32256. Its phone number is 904-374-9098. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}