Reicon Wealth Advisors

Reicon Wealth Advisors

Reicon Wealth Advisors launched in 2021 as the external-facing RIA built on top of Reicon Capital, the single-family investment vehicle founded in 2000. The underlying wealth originated from the sale of a family-owned private company that year, which prompted the family to build a dedicated internal investment platform rather than outsource management. That platform was initially staffed by the two former investment bankers who remain at the helm today — Co-Founders Reid T. Funston and Theodore J. Davies — and was later joined by Co-Founders Forrest G. McClain and Lorraine O. McClain. The firm constructs portfolios spanning public equity, options strategies, private equity, real estate, private credit, and fixed income, primarily through a fund-of-funds and co-investment model. The website emphasizes unique alternative investment opportunities sourced via the principals' decades of relationships in banking and asset management. While no specific portfolio-company names are disclosed on the public site, the COO Stephanie B. Douglass oversees private equity, credit, and real estate allocations — indicating active commitments across the illiquid and semi-liquid spectrum in the United States and through relationships with diverse external partners. Reicon Wealth Advisors is a boutique operation headquartered in Atlanta with at least eight named professionals, including three CFA charterholders and a CPA. The team is deeply entwined with its predecessor entity, Reicon Capital — every principal holds a concurrent role in that firm, which manages the family's legacy pool of assets across in-house funds and investment vehicles. In September 2023, the firm promoted Justin R. Ostrowski to Managing Director, reinforcing its portfolio-management depth; Mr. Ostrowski had previously returned to Reicon after a stint as Senior Economy Lead at Dapper Labs. The firm's architecture is distinct: it is an RIA that opened its doors to external capital only after two decades of managing a single-family pool, meaning its investment process was forged without the pressure of outside fundraising cycles. This structure allows the firm to pitch co-investment and alternative-asset access to new clients using an existing, battle-tested platform — a rare posture for a newly minted registered investment advisor.