New River Financial Group, LLC
● SEC registered since 2022CRD 283428SEC# 801-126115Christiansburg, VA
Reg. AUM
$377.1M
Employees
10
Accounts
1,638
Location
Christiansburg, VA
New River Financial Group, LLC assets under management
New River Financial Group, LLC is an SEC-registered investment adviser based in Christiansburg, VA. The firm has been registered since 2022. It reports $377.1 million in regulatory assets under management and employs 10 people.
New River Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jimmy Stephen Martin Control | Owner, Managing Member, And Cco | Over 75% | 2011 |
Frequently asked questions
How much does New River Financial Group, LLC manage?
New River Financial Group, LLC reports $377.1 million in regulatory assets under management on its Form ADV.
How many employees does New River Financial Group, LLC have?
New River Financial Group, LLC reports 10 employees.
Where is New River Financial Group, LLC located?
New River Financial Group, LLC is based in Christiansburg, VA and has been SEC-registered since 2022.
Does New River Financial Group, LLC disclose fund performance?
New River Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1055 W Main Street, Christiansburg, VA 24073 |
| Phone | 540-639-4810 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$377.1M▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$377.1Mregulatory AUM
Discretionary $377.1M