Reicher Capital Management, LLC

RIASEC Registered
Total AUM
$85.5M
Discretionary
$85.5M
100% of AUM
Avg account
$1.2M
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
Kentfield, California
CRD number
317785
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI98.75%
  • Individuals1.02%
  • Pension & Profit Sharing Plans0.23%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Reicher Capital Management, LLC is an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm provides discretionary portfolio management for both private individuals and small businesses as well as for business or institutional accounts. Its fee approach combines a percentage-of-assets model with the possibility of performance-based fees. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not structured as a capital allocator or part of a related-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, US Government Bonds 10%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 1%83%
  • Exchange Traded Equities83%
  • US Government Bonds10%
  • Public Funds/Mutual Funds6%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Seth Reicher

    Seth Reicher

    Chairman & CEOCRD 4748540

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kentfield, CA

Marin

Location

Kentfield, CA

Headquartered in Kentfield, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
321 Palm Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth