Caleb Rawson is a CFA-designated registered investment advisor at White River Capital Advisors, LLC, based in Fayetteville, AR, with 5 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is 1.5% annually for Class A Limited Partners, paid quarterly in advance. Fees for Special Limited Partners are negotiated. The General Partner also receives 15% of net profits allocated to Class B Limited Partners.
Fee Estimator
Location
Fayetteville, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caleb has been a professor at the University of Arkansas since 2018, dedicating nearly full-time hours to teaching and research. Since 2022, he also engages in private consulting and serves as a board member/treasurer for a non-profit, spending minimal time on these activities.
Employment History
Current Registrations
White River Capital Advisors, LLC
State Registrations1 state
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