Reap Financial Group, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 144560
- Registered since
- April 14, 2020
- Website
- reapfinancial.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 that focuses on serving individuals and families with integrated planning and portfolio management. The firm is SEC-registered (registration year 2020) and operates as a limited liability company. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. Fee arrangements combine asset-based fees, hourly charges, and fixed-fee engagements. Reap also functions as a capital allocator, placing client capital with third-party alternative managers when appropriate. The firm is not an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 329Active vs passive
$570M in ETFs
48%
$273M
52%
$297M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $81.7M | 218,220 | 14.33% |
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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