← Directory
REICHARD CAPITAL, LLC
CRD 305695File 801-117478
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$341.0M
Below cohort median (national)
Discretionary AUM
$338.1M
Non-discretionary $3.0M
Clients
111
219 accounts
Employees
4
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 11, 2019
- Principal office
- 200 SOUTH COLLEGE STREET, SUITE 1530, CHARLOTTE, NC, 28202
- Phone
- 704-312-2318
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $341.0M
- Discretionary AUM
- $338.1M
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 217
- Non-discretionary accounts
- 2
- Total accounts
- 219
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $39.2M |
| High net worth individuals | 74 | $284.1M |
| Individuals (other than high net worth individuals) | 35 | $6.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 113 | 111 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.