Reyna Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338262
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Reyna Capital Advisors, LLC is a small, fee-based registered investment adviser organized as a limited liability company and owned by an individual. The firm’s advisory practice centers on financial planning and discretionary portfolio management for individuals and small businesses. Investment activity shows a clear preference for publicly traded equities and exchange-traded products; the firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Investment approach appears straightforward and liquid-asset oriented: direct equities and ETFs form the core of client portfolios, with management delivered on a percentage-of-AUM fee schedule. The firm is not classified as a multi-state adviser and does not list related adviser or pension consultant activities.
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Brando Reyna
Founder, Managing PrincipalCRD 4853544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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