REICHARD CAPITAL, LLC

CRD 305695File 801-117478

APPROVED

Retail clients

Filing as of Mar 18, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$341.0M

Below cohort median (national)

Discretionary AUM

$338.1M

Non-discretionary $3.0M

Clients

111

219 accounts

Employees

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
Website: https://www.linkedin.com/company/reichard-capital/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	113	111	decreased by2
Apr 1, 2026	Clients	86	113	increased by27
Apr 1, 2026	AUM	$330,342,302	$341,048,577	increased by$10,706,275
Apr 1, 2026	Accounts	205	219	increased by14
May 1, 2025 vs Oct 1, 2022	Clients	59	86	increased by27
May 1, 2025 vs Oct 1, 2022	AUM	$349,431,440	$330,342,302	decreased by$19,089,138
May 1, 2025 vs Oct 1, 2022	Accounts	153	205	increased by52
Mar 1, 2022	Clients	49	59	increased by10
Mar 1, 2022	AUM	$308,041,716	$349,431,440	increased by$41,389,724
Mar 1, 2022	Accounts	164	153	decreased by11
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “REICHARD CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REICHARD CAPITAL” 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.