REICHER CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$85.5M
Discretionary
$85.5M
100% of AUM
Avg account
$1.2M
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
KENTFIELD, California
CRD number
317785
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI98.75%
  • Individuals1.02%
  • Pension & Profit Sharing Plans0.23%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Reicher Capital Management, LLC is a small, client-focused advisory firm that emphasizes equity-oriented portfolio management for individuals, families and small businesses. The firm’s filings show a clear preference for publicly traded equities and exchange-traded products as the primary building blocks of client portfolios, and its advisory mandate includes both individual/small-business and business/institutional portfolio management. Reicher Capital charges a mix of percentage-of-AUM fees and performance-based fees, which aligns compensation with investment outcomes for certain client relationships. Investment activity centers on discretionary management, with the firm positioning itself to deliver concentrated equity exposure alongside more diversified ETF or mutual fund sleeve components. Reicher Capital is not registered or marketed as an ESG-focused manager, does not identify as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, US Government Bonds 10%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 1%83%
  • Exchange Traded Equities83%
  • US Government Bonds10%
  • Public Funds/Mutual Funds6%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • SETH REICHER

    PresidentCRD 4748540

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KENTFIELD, CA

MARIN

Location

KENTFIELD, CA

Headquartered in KENTFIELD, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
321 Palm Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth