C
$28.7M Total AUM
$28.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Element
- Established Date
- 04-07-2025
- Office Locations
- 1
Office Locations
-- SAN Angelo TX
About Circadia Financial Planning
Circadia Financial Planning is a fee-only, fiduciary, virtual-first practice founded by CFP® Zach Reyes. It delivers comprehensive financial planning and portfolio management with an emphasis on tax planning and cost-effective, tax-efficient, research-backed investing. Serves individuals and couples, growing families, and retirees, including benefit and equity-comp planning. Custody is with Charles Schwab.
Team overview
-- AVG AGE
$28.7M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Prime
Client Personas
Unison eagle Element
Custodian
Optima wave Unison
Investment Themes
Foundation north Foundation fusion Frontier quantum Focus wave
Investment Vehicles
Pioneer
Services
Pioneer element Ember Harbor Element pioneer Foundation Atlas Pathway delta Value alpha Eagle
Technology
Atlas value
Owner & Executives
Z
ZACHARY CALEB REYES
Chief Compliance Officer, FOUNDER
- CRD
- #6049447
- Ownership
- 75% or more
(255) 767-1696
alpha.optima@summitcapital.com
in linkedin.com/in/vertex-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,681,714 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,681,714 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,681,714
Equity - Exchange:
17.2% Public Funds:
29.0% Municipal Bonds:
23.3% Cash:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,401,250,317 | 17.2% |
| Public Funds | $2,362,573,209 | 29.0% |
| Municipal Bonds | $1,898,205,371 | 23.3% |
| Cash | $2,484,775,271 | 30.5% |
| Total | $8,146,804,168 | 100.0% |