Reynolds Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,400,000
Total clients
47
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
47
Average account size
$817,021
About
Reynolds Capital Management provides discretionary asset management primarily to individuals and high-net-worth individuals, offering ongoing portfolio management, periodic financial evaluations (net worth statements and risk analyses), and implementation through client-designated custodians. The firm manages approximately $38.4 million across its client accounts and charges percentage-of-assets-under-management fees billed quarterly.
Investment programs are tailored to each client’s objectives, time horizon, and risk tolerance, with investment selection informed by both fundamental and technical analysis and account reviews at least quarterly or more often as market conditions warrant. Strategies include long- and short-term holdings, trading activity, and explicit options activity (including covered and uncovered option writing and spreads) as part of separately managed accounts.
A distinctive feature of the firm is its documented use of derivatives and options in client accounts—an approach that is uncommon among independent advisers and adds time- and volatility-sensitive risks to client portfolios. The firm also directs custody to Schwab Institutional and generally does not vote client proxies, leaving proxy voting to clients unless voting assistance is requested.
Client services
Expertise
Fee options
$50,000 - $100,000: 1.50% annually $100,001 - $250,000: 1.25% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 1.00% annually $1,000,001+: Negotiable
Account minimum: $50,000
Main office location
Reynolds Capital Management, Inc.
Safety Harbor FL, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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