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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-18-2003
- Office Locations
- 1
Office Locations
About CRA Financial Services, L.l.c.
CRA Financial Services is a fiduciary wealth management and financial planning firm founded in 2000, serving individuals and families including business owners, professionals, athletes, and retirees. The team builds customized portfolios and integrated plans that incorporate employer plans, concentrated stock, real estate, annuities, and insurance, with a focus on retirement readiness, estate and charitable planning. Staff hold CFP, CFA, and CPA credentials.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW JOHN REYNOLDS
Investment Advisor, Managing Member
- CRD
- #3153455
- Ownership
- 25% but less than 50%
THOMAS EDWARD REYNOLDS
Investment Advisor, Managing Member
- CRD
- #3152986
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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JENNIFER MARIE COLON
Operations Manager
- CRD
- #4491182
JEFFREY WILBUR HILLIARD
Financial Planner
- CRD
- #5079266
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,519,482,721 | $428,748 |
| Non-Discretionary | $173,885,296 | $357,789 |
| Total | $1,693,368,017 | $420,191 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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