$341.0M Total AUM
$338.1M Disc. AUM
6.0% 3Y CAGR
4 Employees
113 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-11-2019
- Office Locations
- 1
Office Locations
200 South College Street Suite 1530 Charlotte NC
About Reichard Capital, LLC
Reichard Capital, LLC is a Charlotte-based RIA. The firm has been operating for 6 years. Managing $341.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
49 AVG AGE
$113.7M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
4.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
JAMES NORMAN REICHARD
Associate, Chief Compliance Officer
- CRD
- #4484088
- Ownership
- 75% or more
Available
Available
Available
Joshua T Reichard
Partner
- CRD
- #7174794
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
Rachel Jane Marthinsen
--
- CRD
- #8230299
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,097,745 | $1,558,054 |
| Non-Discretionary | $2,950,832 | $1,475,416 |
| Total | $341,048,577 | $1,557,299 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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