REYNOLDS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1985
Total AUM
$74.2M
Discretionary
$74.2M
100% of AUM
Avg account
$37.1M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
LAS VEGAS, Nevada
CRD number
107711
Registered since
February 25, 1985
Custodians
MORGAN STANLEY & CO. LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM
Client types
  • Investment Companies97.44%
  • HNWI2.56%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Reynolds Capital Management, LLC is an SEC-registered advisory firm formed as a limited liability company and operating since 1985. The firm provides discretionary portfolio management primarily for high-net-worth individuals, small businesses and investment companies, charging fees as a percentage of assets under management. Its client base is narrow and concentrated: the firm reports serving a very small number of clients with large account balances, which points to a high-touch, bespoke advisory relationship model rather than a mass-market offering. Investment activity centers on listed equity exposure and mutual fund wrappers. The firm reports a clear preference for equities as the primary asset class and does not position itself as an allocator to third-party alternative fund managers. Reynolds Capital Management, LLC does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 77%, Non-Exchange Traded Equities 20%, Cash & Cash Equivalents 3%77%
  • Exchange Traded Equities77%
  • Non-Exchange Traded Equities20%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • FREDERICK REYNOLDS

    Fund Portfolio ManagerCRD 374649

Wealth teams

FINTRX

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

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
125 E Harmon Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth