William M. Fenimore

RIVER WEALTH ADVISORS LLC

Lancaster, PA 17603

Some features on this profile are disabled

CRD#: 5397855

Professional summary

William Mitchell Fenimore III, who also goes by William Mitchell Fenimore III, William Mitchell Fenimore, William Mitchell III Fenimore, is a registered financial advisor currently at RIVER WEALTH ADVISORS LLC located in Lancaster, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. William has worked at 3 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Mitchell Fenimore Iii | William Mitchell Fenimore | William Mitchell Iii Fenimore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Mitchell Fenimore III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 16, 2025 - Present

RIVER WEALTH ADVISORS LLC

Office #1: 101 North Queen Street Suite 211mr, Lancaster, PA 17603

RIA

CRD#: 173767

Lancaster, PA

Past

August 29, 2024 - August 1, 2025

KENMAR SECURITIES, LLC

CRD#: 171793

NEW YORK, NY

Past

October 19, 2007 - August 13, 2024

GRIFFIN FINANCIAL GROUP, LLC

CRD#: 119004

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RIVER WEALTH ADVISORS LLC

LAN CAPITAL LLC | RIVER WEALTH ADVISORS LLC

CRD#: 173767 / SEC#: 801-80629

RIA

Registered Investment Advisory firm - (11/28/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/16/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2007

General Securities Representative Examination

Current Firm

RIVER WEALTH ADVISORS LLC

LAN CAPITAL LLC | RIVER WEALTH ADVISORS LLC

CRD#: 173767 / SEC#: 801-80629

RIA

Registered Investment Advisory firm - (11/28/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

100 Corporate Center Drive Suite 102, Camp Hill, PA 17011

Mailing Address

Phone number

(717) 888-9830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVER WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,422
AUM (Assets Under Management)	$ 1,257,151,714

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Sarah Darling

LPL FINANCIAL LLC

IAR

EPHRATA, PA

Shayne Beecher

RBC CAPITAL MARKETS, LLC

IAR

Lancaster, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William M. Fenimore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Mitchell Fenimore III's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENMAR SECURITIES, LLC

GRIFFIN FINANCIAL GROUP, LLC

Primary Firm SEC Registration

RIVER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2025

Series 63

Date: 11/12/2007

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/18/2007

Current Firm

RIVER WEALTH ADVISORS LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVER WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors