River Raisin Investment Partners provides financial planning and portfolio management for individuals and small businesses.
River Raisin Investment Partners reports 574 clients. They include 487 individual clients and 87 high-net-worth individuals. Of its assets, 100.0% ($164M across 867 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 60% |
| High-net-worth individuals | 15% | 40% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 487 | $97.6M | 59.7% | $200K |
| High-net-worth individuals | 87 | $65.9M | 40.3% | $758K |
| Total | 574 | $164M | 100% | $285K |
- Clients
- 487
- Regulatory AUM
- $97.6M
- AUM share
- 59.7%
- Avg. per client
- $200K
- Clients
- 87
- Regulatory AUM
- $65.9M
- AUM share
- 40.3%
- Avg. per client
- $758K
Total
- Clients
- 574
- Regulatory AUM
- $164M
- AUM share
- 100%
- Avg. per client
- $285K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
River Raisin Investment Partners is paid through a percentage of assets under management. Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Scott Burns owns 75% or more of River Raisin Investment Partners. The leadership team of River Raisin Investment Partners includes President Scott Burns. It has 4 employees, 2 of them in advisory roles.
Leadership
- Scott BurnsPresident & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 4 insurance agents
- Owns 75% or more of River Raisin Investment Partners, Inc.
Scott Burns
Control person · since July 2018
Besides its headquarters, River Raisin Investment Partners has 1 office, with 2 listed addresses in 1 state.
Michigan · 2 listed addresses
- 230 W Front St, MonroeHQ
- 112 West 2nd Street, Monroe
Contact and registration details
- Legal name
- River Raisin Investment Partners, Inc.
- Headquarters
- 230 W Front St, Monroe, MI 48161
- Website
- rrinvp.com
- Phone
- 734-241-5771
- SEC file
- 801-136717
- Structure
- Michigan corporation
- Fiscal year end
- December
River Raisin Investment Partners’ named custodian for separately managed accounts is Charles Schwab ($164M). River Raisin Investment Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $164M100%
At year end, River Raisin Investment Partners’ separately managed accounts were mostly in stocks (52%) and funds (44%).
What the accounts hold
- Stocks52%
- Funds44%
- Pooled vehicles38%
- Registered funds6%
- Bonds5%
- Cash3%
- Other1%
- Fee based variable annuity1%
How many clients does River Raisin Investment Partners have?
River Raisin Investment Partners has 574 clients and manages $164 million for them, as of June 2026. They include 487 individual clients and 87 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026
What services does River Raisin Investment Partners offer?
River Raisin Investment Partners 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
Which custodians does River Raisin Investment Partners use?
River Raisin Investment Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $164M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 June 2026
How many financial advisors does River Raisin Investment Partners have?
River Raisin Investment Partners has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does River Raisin Investment Partners invest in?
At the end of its last fiscal year, River Raisin Investment Partners’ separately managed accounts held 52% exchange-traded equities, 38% pooled vehicles (private funds and similar), 6% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 3% cash and equivalents and 1% other. The 1% other category is described as: Fee Based Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns River Raisin Investment Partners?
River Raisin Investment Partners’ direct owner is Scott Burns (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 June 2026
How does River Raisin Investment Partners get paid?
River Raisin Investment Partners is paid through a percentage of assets under management. 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
How do I contact River Raisin Investment Partners?
River Raisin Investment Partners’ main office is at 230 W Front St, Monroe, MI 48161. Its phone number is 734-241-5771. Its website is rrinvp.com.