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, SEC-registered registered investment adviser that began filing in 2020 and operates as a limited liability company. The firm acts as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Reap is not positioned as an ESG investor and does not identify as a pension consultant or a multi-state adviser; it lists an insurance company among its industry affiliations.
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 2Jessica Hinson
Chief Operating OfficerCRD 7156751
Christopher Heerlein
Chief Executive OfficerCRD 6566768
Contacts
3 of 5LEAH 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 320Active vs passive
$475M in ETFs
46%
$218M
54%
$257M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $59.4M | 927,578 | 12.51% |
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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