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Downriver Capital Management LLC (Spokane)


Downriver Capital Management LLC is a related adviser based in Spokane. It manages $732.94 thousand of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2010.

Downriver Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Downriver Capital Management: assets under management

The assets under management (AUM) of Downriver Capital Management LLC is $732.94 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $732.94 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.54 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Downriver Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Charles John Potter Member 1 Jan 2010 50% - 75% 1402536
Joshua John Potter Member 1 Jan 2010 50% - 75% 2633991

Based in Spokane

The principal office where Downriver Capital Management LLC performs its advisory services is located at 1310 N. Maple, Spokane, WA 99201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-324-7869 or by fax 509-325-4657. The normal business hours are 9:00 am to 3:00 pm on Monday - Friday.


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