Robert Boggs
Catawba River Capital · Belmont, North Carolina
Robert Boggs is a fee-only financial advisor at Catawba River Capital in Belmont, North Carolina. Robert focuses on estate & legacy planning, tax planning and retirement planning. Catawba River Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Catawba River Capital |
|---|---|
| Based in | Belmont, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $325.1M across 896 accounts |
| SEC registration | Investment adviser representative in SC · CRD 2681427 |
| Exams passed | Series 63 (1995) · Series 66 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.catawbarivercapital.com |
How Robert's firm compares
- Catawba River Capital's average account is about $363,000, from its Form ADV (assets managed divided by 896 accounts).
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Questions about Robert
Is Robert Boggs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Catawba River Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Catawba River Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Boggs based?
Robert Boggs is based in Belmont, North Carolina.
What does Robert specialize in?
Robert's specialties include estate & legacy planning, tax planning and retirement planning. Robert works with retirees, pre-retirees and founders.
Is Robert Boggs registered with the SEC?
Yes. Robert Boggs is registered as an investment adviser representative in SC (CRD 2681427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Catawba River Capital manage?
Catawba River Capital reports $325.1M across 896 accounts in assets under management.
How do I contact Robert Boggs?
Through Robert's website, www.catawbarivercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Catawba River Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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