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REICHARD CAPITAL, LLC
CRD 305695 · SEC 801-117478
200 SOUTH COLLEGE STREET, SUITE 1530, CHARLOTTE, NC, 28202, United States
Phone
704-312-2318
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$341.0M
Discretionary AUM
$338.1M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $6.3M |
| High net worth individuals | 74 | $284.1M |
| Charitable organizations | 2 | $39.2M |
States served
NE, NC, SC
All web addresses on file
Official SEC filing: View on IAPD