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 SEC-registered since 2020. The firm focuses on individual and family clients and functions as a capital allocator, combining financial planning with discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. Reap also provides manager selection services and runs educational seminars and workshops. The firm does not position itself as an ESG investor and is not a multi-state or newly formed adviser; it maintains an industry affiliation with an insurance company.
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
Jessica Hinson
Chief Operating OfficerCRD 7156751
Christopher Heerlein
Chief Executive OfficerCRD 6566768
Contacts
3 of 5
Leah Newman
AdviserCRD 5357335
Hannah Heerlein
Co-FounderCRD 5743423
Mariah Holmes
Director of Private Client ServicesCRD 6492510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 335Active vs passive
$549M in ETFs
48%
$263M
52%
$286M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $74.8M | 202,074 | 13.63% |
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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