Reap Financial Group, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 144560
- Registered since
- April 14, 2020
- Website
- reapfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.09%
- HNWI47.53%
- Corporations / Businesses0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Reap Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2020. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm acts as a capital allocator, placing client capital with third-party managers and alternative funds, and maintains an affiliation with an insurance company for product distribution. Reap does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities7%
- Cash & Cash Equivalents5%
- Private Funds4%
Owners & executives
2 of 2
Stephanie Roth
Chief Compliance OfficerCRD 5636965
Christopher Heerlein
Chief Executive OfficerCRD 6566768
Contacts
3 of 5
Hannah Heerlein
Co-FounderCRD 5743423
Christopher Hundl
AdviserCRD 5306758
Leah Newman
AdviserCRD 5357335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 335Active vs passive
$549M in ETFs
48%
$263M
52%
$286M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $74.8M | 202,074 | 13.63% |
Location
Austin, TX
Williamson
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Williamson
- Address
- 9414 Anderson Mill Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Harrell Investment Partners, LLC
RIAAustin, TX
Stuart Investment Advisors, Inc.
RIAAustin, TX
Cayetano Development, LLC
RIAAustin, TX
Oakwell Private Wealth Management
RIAAustin, TX
Shoten Capital LP
RIAAustin, TX
Century Management Financial Advisors
RIAAustin, TX