Timothy McGregor

Financial advisor at Riverbend Capital Advisors, LLC · Chicago, IL

Last updated 2026-10-10

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Timothy McGregor is a financial advisor at Riverbend Capital Advisors, LLC in Chicago, IL, CRD 7959430. IAPD registration began 2024-07-29.

Registration

CRD number
7959430
Registration status
Active
IAPD registration
2024-07-29
Industry Experience
2 years
Work Experience
21 years
States registered
IL

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • Chartered Financial Analyst

Work history

  • 2005-07 to 2023-03 · Northern Trust · Chicago, IL
  • 2023-03 to 2024-06 · Unemployed · Chicago, IL
  • 2024-07 to Present · Riverbend Capital Advisors · Chicago, IL

Current employment

SEC IAPD record for Timothy McGregor

Riverbend Capital Advisors, LLC

Regulatory AUM
$1,104,592,273
Registered advisors
3
Offices
1
Average AUM per client
$4.6M (Moderate)
High-net-worth client ratio
100.0% (Very high)

Riverbend Capital Advisors, LLC: advisors, services and reported ETF investments

About

Timothy McGregor is a Chartered Financial Analyst financial advisor at Riverbend Capital Advisors, LLC in Chicago, IL. The latest record indicates 2 years of industry experience and 21 years of reported work history. Reported roles include Riverbend Capital Advisors, Unemployed, Northern Trust.

Riverbend Capital Advisors, LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 79.7 clients per advisor, average assets per client of $4,621,725, and regulatory AUM of $1.1B; client categories including High net worth individuals; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Other Advisory Service.

What this firm offers

Filed by Riverbend Capital Advisors, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Other

Location

191 N. Wacker Drive, Chicago, IL 60606

3 advisors at this office.

Riverbend Capital Advisors office in Chicago, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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