CRD: 285862
Reynolds Capital Management, Inc.
$38.4M Total AUM
$38.4M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
9 yrs Firm Age
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2017
- Office Locations
- 1
Office Locations
-- Safety Harbor FL
About Reynolds Capital Management, Inc.
Reynolds Capital Management, Inc. is a fee-only, fiduciary RIA in Florida providing hands-on, disciplined portfolio management and wealth advisory. The firm focuses on portfolio diversification, income planning, and retirement plan strategy, building tailored investment portfolios using vehicles such as stocks, bonds, mutual funds, and ETFs. Client accounts are primarily custodied at Charles Schwab.
Team overview
-- AVG AGE
$38.4M AVG AUM / ADVISOR
$817.0K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DONALD NEAL REYNOLDS
Chief Compliance Officer, President
- CRD
- #1328492
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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