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They include 338 individual clients, 139 high-net-worth individuals, and 12 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does River Street Advisors offer?","answer":"River Street Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does River Street Advisors charge?","answer":"River Street Advisors charges 0.50%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $2,500 annual minimum.","source":"RIVER STREET ADVISORS BROCHURE, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does River Street Advisors use?","answer":"River Street Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $539M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does River Street Advisors have?","answer":"River Street Advisors has 10 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 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 River Street Advisors invest in?","answer":"At the end of its last fiscal year, River Street Advisors’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 15% cash and equivalents, 3% U.S. government and agency bonds, 2% state and local bonds, 2% other and 1% investment grade corporate bonds. 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