Reichard Capital, LLC

Reichard Capital, LLC (CRD# 305695) is a financial advisory firm headquartered in Charlotte, NC. They manage $323,993,627 in 190 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
200 South College Street, Suite 1530, Charlotte, NC 28202
By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $1,705,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, NE, SC

Financial Advisors at Reichard Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Reichard, financial advisor Charlotte NC
James N. Reichard
CRD#: 4484088
200 South College Street, Suite 1530, Charlotte, NC 28202

James Reichard (CRD# 4484088) is an Investment Advisor Representative working at Reichard Capital, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

2
Joshua Reichard, financial advisor Charlotte NC
Joshua T. Reichard
CRD#: 7174794
200 South College Street, Suite 1530, Charlotte, NC 28202

Joshua Reichard (CRD# 7174794) is an Investment Advisor Representative working at Reichard Capital, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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