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REAP FINANCIAL GROUP, LLC
CRD 144560File 801-118413
APPROVED
Retail clients
Custody
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$648.2M
Above cohort median (national)
Discretionary AUM
$648.2M
Clients
1,284
3,618 accounts
Employees
28
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 14, 2020
- Principal office
- 9414 ANDERSON MILL ROAD, SUITE 100, AUSTIN, TX, 78729
- Phone
- 512-249-7300
- Website
- https://Reapevent.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $648.2M
- Discretionary AUM
- $648.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,618
- Non-discretionary accounts
- 0
- Total accounts
- 3,618
- AUM per client
- $505K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| High net worth individuals | 163 | $308.1M |
| Individuals (other than high net worth individuals) | 1,121 | $337.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 24 | 28 | increased by4 |
| Apr 1, 2026 | Clients | 1,217 | 1,284 | increased by67 |
| Apr 1, 2026 | AUM | $510,193,622 | $648,236,003 | increased by$138,042,381 |
| Apr 1, 2026 | Accounts | 3,237 | 3,618 | increased by381 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 24 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,112 | 1,217 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $299,632,410 | $510,193,622 | increased by$210,561,212 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,112 | 3,237 | increased by2,125 |
| May 1, 2022 | Employees | 13 | 14 | increased by1 |
| May 1, 2022 | Clients | 677 | 1,112 | increased by435 |
| May 1, 2022 | AUM | $234,888,982 | $299,632,410 | increased by$64,743,428 |
| May 1, 2022 | Accounts | 677 | 1,112 | increased by435 |
| May 1, 2021 | Employees | 14 | 13 | decreased by1 |
| May 1, 2021 | Clients | 815 | 677 | decreased by138 |
| May 1, 2021 | AUM | $136,664,191 | $234,888,982 | increased by$98,224,791 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REAP FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REAP FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.