Overview
Assets Under Management: $103 million
Headquarters: FREELAND, MI
High-Net-Worth Clients: 38
Average Client Assets: $2.2 million
Frequently Asked Questions
REITZ CAPITAL ADVISORS 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 #167088), REITZ CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
REITZ CAPITAL ADVISORS LLC is headquartered in FREELAND, MI.
REITZ CAPITAL ADVISORS LLC serves 38 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, REITZ CAPITAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
REITZ CAPITAL ADVISORS LLC manages $103 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, REITZ CAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.07%
Average Client Assets: $2.2 million
Total Client Accounts: 251
Discretionary Accounts: 251
Regulatory Filings
CRD Number: 167088
Filing ID: 2053158
Last Filing Date: 2026-02-12 14:58:35