Firm profile

REAP FINANCIAL GROUP, LLC

AUSTIN, TXCRD 144560Latest ADV March 5, 2026

Reap Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 5, 2026, reports $648M in regulatory assets under management, 28 employees, 2 offices, and 3,618 accounts.

Assets Under Management
$648M
Employees
28
Offices
2 offices
Total Clients
1,284
Primary office
AUSTIN, TX
9414 ANDERSON MILL ROAD, SUITE 100, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJessica R. Hinson

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
1,121
2
HNWI
12.7%
163
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$648Mas of March 5, 2026
Discretionary100.0%
$648M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$648M
Total Accounts3,618
10Y AUM Change+$512M (+374.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees28
Clients per Employee46:1
10Y Employee Change+14 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.