REA Financial

Overview

REA Financial is an independent registered investment adviser formed as a corporation and SEC-registered in 2026. The firm is individually owned and targets individual and family clients, offering fee-based investment advice charged as a percentage of assets under management. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. REA Financial also operates as an insurance broker and identifies itself as a capital allocator, which signals use of third-party managers and external fund placements as part of its client solutions. The firm is newly formed, does not position itself as an ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices