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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-2018
- Office Locations
- 1
Office Locations
About Coretegic Capital, LLC
CoreTegic Capital Wealth Management is a fee-only, fiduciary RIA in Arlington, VA serving Northern Virginia individuals and families age 55+ with retirement income planning (pension and Social Security optimization), comprehensive financial planning, and ongoing investment management with integrated tax planning. Portfolios are tailored to client risk preferences and often use funds and ETFs. Led by founder Anthony T. Reynolds, CFP®, ChFC® (XY Planning Network/NAPFA).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $701.1K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
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Owner & Executives
ANTHONY THOMAS REYNOLDS
Certified Financial Planner, Owner
- CRD
- #6064600
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,125,290 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,125,290 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Coretegic Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.