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RECKARD CPA ADVISORS, LLC
RECKARD CPA ADVISORS, LLC is a US RIA combining CPA tax expertise with investment advisory, operating with no publicly disclosed AUM or principal.
RECKARD CPA ADVISORS, LLC
Reckard CPA Advisors, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in [insert location].
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
—
Corporate office
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Frequently asked questions
What does RECKARD CPA ADVISORS do?
RECKARD CPA ADVISORS is a registered investment advisor that integrates CPA-level tax strategy with wealth management. The firm likely offers tax-efficient portfolio management, retirement planning, and financial advisory services to high-net-worth individuals and small businesses.
Is RECKARD CPA ADVISORS a family office?
No, RECKARD CPA ADVISORS is registered as an RIA, not a family office. It serves multiple clients and does not publicly disclose a single-family-office structure.
Who runs investment decisions at RECKARD CPA ADVISORS?
No named principal or investment committee has been publicly identified on the firm's website or regulatory filings. The firm may have a single founder or partner managing investment strategy.
What asset classes does RECKARD CPA ADVISORS invest in?
Specific asset class exposure is not disclosed. Given its CPA focus, the firm likely includes municipal bonds, equities, and tax-advantaged vehicles such as direct-indexed portfolios and retirement accounts.
Does RECKARD CPA ADVISORS make direct investments?
No public evidence exists of direct private investments or fund commitments. The firm appears to focus on traditional RIA advisory with a tax overlay rather than direct dealmaking.
How is RECKARD CPA ADVISORS regulated?
As a registered investment advisor, RECKARD CPA ADVISORS is regulated by the Securities and Exchange Commission (SEC) or a state securities regulator, depending on AUM.
What is the wealth origin of clients at RECKARD CPA ADVISORS?
The firm does not disclose client wealth origin. Clients are likely professionals, business owners, or retirees seeking integrated tax and investment advice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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