D
Deak Reynolds Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,210,292
Clients
12
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$2,100,858
About
Deak Reynolds Company is a small, fee‑only independent advisory practice that provides discretionary investment management and limited consulting to individuals and high‑net‑worth clients. The firm uses a percentage‑of‑AUM billing model and can provide implementation recommendations for non‑investment matters while clients retain final authority over engagements.
The firm constructs individualized asset allocations using mutual funds, ETFs and individual stocks and bonds, and applies a mix of fundamental, technical, charting and cyclical analysis to pursue both long‑ and short‑term strategies with ongoing monitoring. Clients are generally encouraged to custody assets with an independent broker‑dealer selected by the client, and the adviser may recommend other professionals for implementation assistance.
A distinctive feature is that the firm’s principal is also a licensed attorney who operates a separate law practice that shares office space with the advisory business; legal services are provided independently but may be recommended to advisory clients, a practice the brochure identifies as a potential conflict of interest. The adviser serves a small, mostly high‑net‑worth client base and discloses a 2014 state regulatory consent order that resulted in a fine and re‑qualification requirement for the principal.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.80% $4,000,001+: 0.75%
Account minimum: $1,250 minimum annual investment management fee Minimum fee: Minimum annual investment management fee generally $1,250, may be reduced at discretion Fee-only: Investment management services provided on a fee-only basis; no commissions accepted.
Main office location
Deak Reynolds Company
Lexington Park MD, United States
Number of offices
1
Most active in
Deak Reynolds Company has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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