REICHARD CAPITAL, LLC

RIASEC RegisteredEst. 2019
Total AUM
$341M
Discretionary
$338M
99% of AUM
Avg account
$1.6M
Accounts
219
Employees
4
Advisory reps
3

Firm details

Headquarters
Charlotte, North Carolina
CRD number
305695
Registered since
October 11, 2019
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI83.29%
  • Charitable Organizations11.48%
  • Other3.39%
  • Individuals1.83%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Reichard Capital, LLC is an independent registered investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients require access to specialized managers. Reichard Capital charges clients on a percentage-of-assets basis and also offers hourly billing for certain engagements. The firm is not an active ESG investor, does not serve as a pension consultant, and identifies as a single-state adviser under its regulatory filings. Reichard Capital began SEC registration in 2019 and operates as a limited liability company with individual ownership. Investment activity is tilted toward managed public funds alongside selective use of third‑party alternative managers. The adviser functions largely in a discretionary capacity, directing allocations across mutual funds and managed separate accounts while selectively placing client capital into private equity and hedge funds through external managers when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 28%, Cash & Cash Equivalents 10%, State & Local Bonds 2%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents10%
  • State & Local Bonds2%

Contacts

3 of 3
  • Joshua Reichard

    PartnerCRD 7174794

  • JAMES REICHARD

    Managing PartnerCRD 4484088

  • Rachel Marthinsen

    Financial AdvisorCRD 8230299

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
200 S College St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth