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RIVER ROAD ASSET MANAGEMENT, LLC
CRD 134918File 801-64175
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.85B
Top 10% of cohort (national)
Discretionary AUM
$9.85B
Clients
90
93 accounts
Employees
46
Top 10% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 28, 2005
- Principal office
- 462 SOUTH FOURTH STREET, SUITE 2000, LOUISVILLE, KY, 40202-3466
- Phone
- 502-371-4100
- Website
- HTTPS://WWW.RIVERROADAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.85B
- Discretionary AUM
- $9.85B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 93
- Non-discretionary accounts
- 0
- Total accounts
- 93
- AUM per client
- $109.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $127.9M |
| Investment companies | 13 | $4.48B |
| Charitable organizations | 16 | $261.7M |
| High net worth individuals | 21 | $86.6M |
| Pooled investment vehicles | 11 | $1.81B |
| Pension and profit sharing plans | 22 | $1.56B |
| State or municipal government entities | 7 | $1.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 112 | 90 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.