Reynolds Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 285862
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.14%
- Individuals27.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Reynolds Capital Management, Inc. is a privately held corporate RIA that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm is owner-operated and charges clients on a percentage-of-assets-under-management basis. Its advisory work is concentrated on traditional wealth-management relationships rather than institutional or pension consulting engagements. The firm does not describe itself as an ESG-focused manager and is not registered as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds26%
- Exchange Traded Equities20%
- US Government Bonds20%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Donald Reynolds
PresidentCRD 1328492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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