Advisor at Reyna Capital Advisors, llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Reyna Capital Advisors, llc
Location
Charlotte, NC
Credentials
CFA®, Series 63
Industry experience
9 years
Brando Reyna is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Reyna Capital Advisors, llc, a firm he founded in 2025 after previously working at Novare Capital Management and Trinity Financial Advisors LLC. In addition to his advisory role, Reyna serves as a Senior Advisor at Viking Mergers & Acquisitions, a business advising firm in Charlotte, NC. Reyna Capital Advisors provides discretionary asset management primarily to institutional and pooled-vehicle clients, employing a blend of fundamental and quantitative investment methods. The firm manages portfolios on a discretionary basis and incorporates both long- and short-term positions, including options strategies, while treating cash as an asset class.
Based on Reyna Capital Advisors, llc
$0 - $5,000,000: 1.20% annually (0.30% quarterly) $5,000,000.01 - $10,000,000: 0.80% annually (0.20% quarterly) $10,000,000.01+: 0.65% annually (0.16% quarterly)
Account minimum: $5,000,000
Charlotte, NC
North Carolina
Reyna Capital Advisors, llc
2025 - Present (1 year)
Viking Mergers & Acquisitions
2025 - Present (1 year)
Novare Capital Management
2017 - 2025 (8 years)
Unemployed
2016 - 2017 (1 year)
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