Reynders, Mcveigh Capital Management, LLC

RIASEC Registered

Total AUM

$4.2B

Discretionary

$4.1B

97% of AUM

Avg account

$5.6M

Accounts

749

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 137342
Registered since: November 21, 2005
Website: reyndersmcveigh.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.23%
Other19.69%
Corporations / Businesses3.79%
Investment Companies2.34%
Charitable Organizations1.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Reynders, McVeigh Capital Management, LLC is an independent, owner-operated RIA that positions itself as an ESG-focused boutique adviser serving both high-net-worth individuals and institutional clients. The firm is SEC-registered (initial registration in 2005) and combines financial planning with discretionary portfolio management across individual, small business, institutional and investment company mandates. Its investment approach emphasizes a macro-to-micro research sequence — starting with macro drivers, defining themes, then conducting fundamental analysis — and uses sustainability and ESG data as a distinct input in security selection and risk assessment. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.