Charles Jackson Raftery
Investment adviser representative at Riverbend Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Riverbend Capital Advisors, LLCAug 2023 to now
- VacationJun 2023 to Jul 2023
- University of Santa ClaraSep 2019 to Jun 2023
- Tacklebox Brand PartnersJun 2019 to Aug 2019
- New Trier High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Riverbend Capital Advisors, LLC
$1.1BAssets managed
239Clients
3Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7800818
- Firm CRD
- 157117