Reichard Capital, LLC

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Client assets under management

$290,322,306

Clients

109

68% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,663,507

About

Reichard Capital provides advisory services to individuals (including high-net-worth clients), trusts, estates, corporations, charitable organizations and other advisers, offering discretionary portfolio management, financial planning, and consulting for 529 college savings plans. The firm also acts as a sub‑adviser intermediary, recommending and implementing allocations to independent third‑party managers when appropriate.

The firm develops individualized investment policy statements through client interviews and pursues portfolios primarily composed of no‑load mutual funds and ETFs, using fundamental analysis and asset‑allocation strategies. Reichard Capital conducts due diligence on selected third‑party managers and continuously monitors their performance and holdings, retaining the ability to remove or replace those managers and reallocate client assets without prior client consent.

Distinctive features include managing approximately $341,048,577 in assets (the vast majority on a discretionary basis) with a small advisory team, producing a relatively high assets‑per‑advisor ratio, and not imposing a firmwide account minimum. The firm waives standalone financial planning fees for clients who engage its portfolio management services, provides semi‑annual performance reporting, and, unlike many peers, does not vote client proxies (clients retain proxy voting responsibility).

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.65% annually $10,000,000 - $30,000,000: 0.50% annually $30,000,000 - $50,000,000: 0.35% annually $50,000,000 - $60,000,000: 0.25% annually $60,000,000+: 0.15% annually

Project-based

$90.00 to $500.00 per hour

Main office location

Reichard Capital, LLC

200 South College Street, Suite 1530

Charlotte NC 28202, United States

Number of offices

Most active in

Nebraska · North Carolina · South Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn 704-312-2318

Advisors at this firm

Joshua R

Series 65

Charlotte, NC

Reichard Capital, LLC

Joshua Reichard is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding a Series 65 designation with six years of industry experience. Prior to founding Reichard Capital in 2019, he was self-employed and worked with NTELX, Inc., a government contractor. Outside of his advisory role, he has provided independent accounting and bookkeeping consulting services to various businesses. Reichard Capital serves individuals, including high-net-worth clients, as well as trusts, estates, corporations, and charitable organizations. The firm focuses on portfolio management, financial planning, and consulting for 529 college savings plans, typically using no-load mutual funds and ETFs along with fundamental analysis and asset allocation principles.

College savings (529s, UTMA, etc.)

Rachel M

Series 65

Charlotte, NC

Reichard Capital, LLC

Rachel Marthinsen is a financial advisor at Reichard Capital, LLC with a Series 65 designation and one year of experience at the firm. Prior to joining Reichard Capital, she worked at Ernst & Young LLC for three years and held multiple roles at the University of North Carolina Wilmington. Reichard Capital serves individuals, trusts, estates, corporations, and charitable organizations, managing over $330 million in assets. The firm focuses on portfolio management, financial planning, and consulting, primarily using no-load mutual funds and ETFs combined with fundamental analysis and asset-allocation principles.

College savings (529s, UTMA, etc.)

James R

PFS™, Series 65

Charlotte, NC

Reichard Capital, LLC

James Reichard is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding the PFS™ designation and Series 65 license with 16 years of industry experience. Prior to founding Reichard Capital in 2019, he worked at Greer & Walker LLP for 31 years. Reichard Capital serves individuals, trusts, estates, corporations, and charitable organizations, providing portfolio management, financial planning, 529 college savings plan consulting, and sub-advisory services. The firm manages over $330 million in assets, primarily on a discretionary basis, and emphasizes portfolio construction using no-load mutual funds, ETFs, and independent third-party managers.

College savings (529s, UTMA, etc.)

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