REITZ CAPITAL ADVISORS LLC

Overview

Reitz Capital Advisors LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a compact, equity-first investment approach, favoring exchange-traded equities as the primary building block of client portfolios while supplementing those equity sleeves with cash-management, mutual funds and select insurance products. The adviser is fee-based, charging a percentage of assets under management and offering hourly planning work for specific engagements. Investment activity indicates a tendency toward core ETF allocations — including dividend-oriented ETFs — combined with a modest use of individual equities. The firm does not position itself as an ESG specialist and operates within a single-state footprint rather than as a multi-state adviser. Given its client base of individual and family clients, portfolios appear structured for long-term income and total-return objectives with a tilt toward liquid, transparent vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices