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Reichard Capital
Reichard Capital was established in 2019 in Charlotte, North Carolina, as a registered investment adviser. The firm provides financial planning, portfolio...
Reichard Capital
Reichard Capital was established in 2019 in Charlotte, North Carolina, as a registered investment adviser. The firm provides financial planning, portfolio management, and wealth management to a client base that includes individuals, trusts, and corporations. It holds discretionary authority over client accounts, constructing and managing portfolios on their behalf. The firm's strategy appears centered on traditional wealth advisory rather than alternative-asset origination or principal investing. Its SEC registration confirms a discretionary advisory model, though no specific asset-class allocations, fund structures, or direct-deal capabilities have been publicly outlined. Reichard Capital's operational footprint is confined to a single Charlotte office, with no additional locations or adjacent vehicles — such as philanthropic foundations, real-asset arms, or club memberships — surfaced in public records. The firm's team size and total assets under management remain undisclosed, consistent with the low profile maintained by many boutique advisory practices serving local high-net-worth clients. What structurally distinguishes Reichard Capital from peers is its status as a pure discretionary wealth manager with no disclosed sidecar funds, external GP relationships, or hybrid family-office architecture. The firm's value proposition rests on personalized service and local proximity rather than institutional scale or a differentiated sourcing model. Succession and governance details are not publicly available.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Frequently asked questions
Does Reichard Capital make direct investments or commit to external funds?
There is no public evidence that Reichard Capital engages in direct private investments or fund commitments. The firm's regulatory profile and absence of deal-flow disclosures suggest a focus on publicly traded securities and traditional portfolio construction, without the alternative-asset capabilities characteristic of institutional allocators or family offices.
What services does Reichard Capital provide?
Reichard Capital offers financial planning, portfolio management, and wealth management services. According to its regulatory filings, the firm advises on a discretionary basis, meaning it constructs and adjusts client portfolios directly rather than operating in a non-discretionary or purely consulting capacity.
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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