REICHARD CAPITAL, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 305695
- Registered since
- October 11, 2019
- Website
- reichardcapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.29%
- Charitable Organizations11.48%
- Other3.39%
- Individuals1.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Reichard Capital, LLC is an independent registered investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients require access to specialized managers. Reichard Capital charges clients on a percentage-of-assets basis and also offers hourly billing for certain engagements. The firm is not an active ESG investor, does not serve as a pension consultant, and identifies as a single-state adviser under its regulatory filings. Reichard Capital began SEC registration in 2019 and operates as a limited liability company with individual ownership. Investment activity is tilted toward managed public funds alongside selective use of third‑party alternative managers. The adviser functions largely in a discretionary capacity, directing allocations across mutual funds and managed separate accounts while selectively placing client capital into private equity and hedge funds through external managers when appropriate.
Assets & Accounts
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 Funds60%
- Exchange Traded Equities28%
- Cash & Cash Equivalents10%
- State & Local Bonds2%
Contacts
3 of 3Joshua Reichard
PartnerCRD 7174794
JAMES REICHARD
Managing PartnerCRD 4484088
Rachel Marthinsen
Financial AdvisorCRD 8230299
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 200 S College St
- Time zone
- ET (UTC-5)
- Office locations
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