RiverGlades Family Offices provides portfolio management for individuals and small businesses and selecting other managers.
RiverGlades Family Offices reports 70 clients. They include 34 high-net-worth individuals, 24 individual clients and 7 charitable organizations. Of its assets, 79.9% ($177M across 157 accounts) are managed with discretion; $44.6M across 43 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 4% |
| High-net-worth individuals | 49% | 71% |
| Charitable organizations | 10% | 16% |
| Corporations and other businesses | 7% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 24 | $7.87M | 3.6% | $328K |
| High-net-worth individuals | 34 | $158M | 71.3% | $4.64M |
| Charitable organizations | 7 | $34.9M | 15.8% | $4.99M |
| Corporations and other businesses | 5 | $20.8M | 9.4% | $4.16M |
| Total | 70 | $221M | 100% | $3.16M |
- Clients
- 24
- Regulatory AUM
- $7.87M
- AUM share
- 3.6%
- Avg. per client
- $328K
- Clients
- 34
- Regulatory AUM
- $158M
- AUM share
- 71.3%
- Avg. per client
- $4.64M
- Clients
- 7
- Regulatory AUM
- $34.9M
- AUM share
- 15.8%
- Avg. per client
- $4.99M
- Clients
- 5
- Regulatory AUM
- $20.8M
- AUM share
- 9.4%
- Avg. per client
- $4.16M
Total
- Clients
- 70
- Regulatory AUM
- $221M
- AUM share
- 100%
- Avg. per client
- $3.16M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
RiverGlades Family Offices charges 0.65%–1.25% a year for its Asset-Based Fees for Portfolio Management. The fee is billed in arrears and is negotiable.
Fee details and sources
Paul Marinelli owns 75% or more of RiverGlades Family Offices. The leadership team of RiverGlades Family Offices includes Chief Compliance Officer Paul Marinelli. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Riverglades Family Offices, LLC
Paul Marinelli
Control person · since May 2014
RiverGlades Family Offices’ regulatory assets grew from $177M (April 2021) to $221M (March 2026); clients were 70 in both filings and employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $221M | 70 | 2 | 1 |
| Mar 2025March 2025 | $194M | 87 | 2 | 1 |
| Mar 2024March 2024 | $178M | 81 | 2 | 1 |
| Apr 2023April 2023 | $163M | 77 | 2 | 1 |
| Mar 2022March 2022 | $192M | 75 | 2 | 1 |
| Apr 2021April 2021 | $177M | 68 | 1 | 1 |
Besides its headquarters, RiverGlades Family Offices has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2640 Golden Gate Pkwy, Suite #105, NaplesHQ
Contact and registration details
- Legal name
- Riverglades Family Offices, LLC
- Headquarters
- 2640 Golden Gate Pkwy, Suite #105, Naples, FL 34105
- Website
- rivergladesfo.com
- Phone
- 239-263-4079
- @riverglades-family-offices-llc.
- SEC file
- 801-79857
- Structure
- Florida LLC
- Fiscal year end
- December
RiverGlades Family Offices’ named custodian for separately managed accounts is Charles Schwab ($221M). RiverGlades Family Offices does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $221M100%
At year end, RiverGlades Family Offices’ separately managed accounts were mostly in funds (83%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $218M across 108 positions; the largest are iShares TR (17.3%), Vanguard Tax-managed Fds (7.1%) and iShares TR (6.3%).
What the accounts hold
- Stocks15%
- Funds83%
- Cash2%
How many clients does RiverGlades Family Offices have?
RiverGlades Family Offices has 70 clients and manages $221 million for them, as of March 2026. They include 34 high-net-worth individuals, 24 individual clients and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does RiverGlades Family Offices offer?
RiverGlades Family Offices provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does RiverGlades Family Offices charge?
RiverGlades Family Offices charges 0.65%–1.25% a year for its Asset-Based Fees for Portfolio Management. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A & 2B - RIVERGLADES FAMILY OFFICES, LLC, filed 19 March 2026
Which custodians does RiverGlades Family Offices use?
RiverGlades Family Offices’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $221M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does RiverGlades Family Offices have?
RiverGlades Family Offices has 2 investment adviser representatives registered with state securities authorities, out of 2 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
What does RiverGlades Family Offices invest in?
At the end of its last fiscal year, RiverGlades Family Offices’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 15% 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
Who owns RiverGlades Family Offices?
RiverGlades Family Offices’ direct owner is Paul Marinelli (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does RiverGlades Family Offices get paid?
RiverGlades Family Offices is paid through a percentage of assets under management, fixed fees and other compensation. 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 RiverGlades Family Offices?
RiverGlades Family Offices’ main office is at 2640 Golden Gate Pkwy, Suite #105, Naples, FL 34105. Its phone number is 239-263-4079. Its website is rivergladesfo.com.
