Overview
Assets Under Management: $510 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 166
Average Client Assets: $2 million
Frequently Asked Questions
REAP FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144560), REAP FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
REAP FINANCIAL GROUP, LLC is headquartered in AUSTIN, TX.
REAP FINANCIAL GROUP, LLC serves 166 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, REAP FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
REAP FINANCIAL GROUP, LLC manages $510 million in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, REAP FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,237
Discretionary Accounts: 3,237
Regulatory Filings
CRD Number: 144560
Filing ID: 2012245
Last Filing Date: 2025-08-27 10:27:00
Website: https://reapfinancial.com