Reyna Capital Advisors, LLC

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$400K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338262
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Reyna Capital Advisors, LLC is a small, fee-based registered investment adviser organized as a limited liability company and owned by an individual. The firm’s advisory practice centers on financial planning and discretionary portfolio management for individuals and small businesses. Investment activity shows a clear preference for publicly traded equities and exchange-traded products; the firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Investment approach appears straightforward and liquid-asset oriented: direct equities and ETFs form the core of client portfolios, with management delivered on a percentage-of-AUM fee schedule. The firm is not classified as a multi-state adviser and does not list related adviser or pension consultant activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Brando Reyna

    Brando Reyna

    Founder, Managing PrincipalCRD 4853544

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth