Reap Financial Group, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 144560
- Registered since
- April 14, 2020
- Website
- austinfinancialplanner.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.09%
- HNWI47.53%
- Corporations / Businesses0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Reap Financial Group, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2020. The firm serves individual and family clients and operates as a capital allocator, offering a mix of fee approaches including percentage-of-AUM, hourly, and fixed-fee structures. Core advisory services noted in filings include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. Reap is not identified as an active ESG investor and lists an insurance company affiliation among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities7%
- Cash & Cash Equivalents5%
- Private Funds4%
Owners & executives
2 of 2
Stephanie Roth
Chief Compliance OfficerCRD 5636965
Christopher Heerlein
Chief Executive OfficerCRD 6566768
Contacts
3 of 5
Hannah Heerlein
Co-FounderCRD 5743423
Christopher Hundl
AdviserCRD 5306758
Leah Newman
AdviserCRD 5357335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 620Active vs passive
$918M in ETFs
57%
$525M
43%
$393M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $74.8M | 202,074 | 8.15% |
Location
Austin, TX
Williamson
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Williamson
- Address
- 9414 Anderson Mill Rd
- Time zone
- CT (UTC-6)
- Office locations
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