Data / Investment advisers / North Carolina / Reichard Capital, LLC
Reichard Capital, LLC, Charlotte, NC: $341 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Reichard Capital, LLC is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $341 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Reichard Capital, LLC (CRD number 305695): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 305695
- SEC file number
- 801-117478
- SEC status
- Approved, effective October 11, 2019
- Main office
- 200 South College Street Suite 1530, Charlotte, NC 28202
- Phone
- (704) 312-2318
- Regulatory AUM
- $341,048,577 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $338,097,745
- Non discretionary AUM
- $2,950,832
- Accounts
- 219
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $284.1 million |
| Charitable organizations | 2 | $39.2 million |
| Individuals (other than high net worth individuals) | 35 | $6.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $341 million | March 18, 2026 |
| December 1, 2025 | $330.3 million | March 10, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Eastover Capital Management | Charlotte | $392.3 million | Not listed | adviserinfo.sec.gov |
| Davis Investment Partners, LLC | Charlotte | $390 million | Not listed | adviserinfo.sec.gov |
| Tagstone Capital, Inc. | Charlotte | $368.9 million | Not listed | adviserinfo.sec.gov |
| Kanbrick LLC | Charlotte | $362.2 million | 2 | adviserinfo.sec.gov |
| Garden City Management, LLC | Charlotte | $343.8 million | 3 | adviserinfo.sec.gov |
| Insight Folios | Charlotte | $331.3 million | Not listed | adviserinfo.sec.gov |
| WSC & Company, LLC | Charlotte | $320.4 million | 4 | adviserinfo.sec.gov |
| Gibert Wealth Management | Charlotte | $316 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Reichard Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.