Reyna Capital Advisors, llc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,000,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Reyna Capital Advisors, llc provides discretionary asset management primarily to institutional and pooled-vehicle clients and offers ancillary financial planning and portfolio monitoring. Founded in 2025, the firm operates as a single-advisor practice with the principal owner responsible for day-to-day investment decisions.
The firm’s investment process uses a blend of fundamental and quantitative methods—such as discounted cash flow valuation, macro analysis, and technical/charting techniques—and may implement long- and short-term positions as well as options strategies; cash is treated as an asset class. Portfolios are managed on a discretionary basis, subject to client-imposed restrictions, and the firm discloses a $5 million account minimum (which may be lowered or waived in certain circumstances).
Distinguishing features include the firm’s currently reported absence of client assets and the principal’s substantial outside business activity—approximately half of their time is devoted to separate business advisory work through an affiliated entity—which the brochure identifies as a potential conflict mitigated by disclosure and client choice. The firm also discloses that it does not vote client proxies (clients retain voting authority) and that it recommends a specific custodian relationship that may generate soft-dollar research or services, characteristics that differ from many peers.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Life insurance needs analysis
Retirement income strategy
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
$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
Main office location
Reyna Capital Advisors, llc
Charlotte NC, United States
Number of offices
1
Most active in
Reyna Capital Advisors, llc has reported serving >5 clients in these states in the last 12 months.
North Carolina
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 not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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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