Reichard Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 18, 2026, reports $341M in regulatory assets under management, 4 employees, and 219 accounts.
Assets Under Management
$341M
Employees
4
Offices
--
Total Clients
113
Primary office
CHARLOTTE, NC
200 SOUTH COLLEGE STREET, SUITE 1530, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.5% of total clients.
Top client categories% of clientsClients
1
HNWI
65.5%
74
2
Individuals
31.0%
35
3
Charitable
1.8%
2
4
Irrevocable Trusts/Estates
1.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$341Mas of March 18, 2026
Discretionary99.1%
$338M
99% of total RAUM99.1%
Non-discretionary0.9%
$3M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$341M
Total Accounts219
10Y AUM Change+$341M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change+2 (+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.