Reyna Capital Advisors, LLC

Fee-Only (% of Portfolio)

Reyna Capital Advisors is a registered investment advisor founded in 2025 and owned entirely by Brando L. Reyna. The firm offers discretionary investment management services, designing tailored portfolios based on each client's individual investment goals, time horizons, objectives, and risk tolerance. As part of these services, Reyna Capital Advisors may also offer financial planning assistance covering retirement planning, education funding strategies, insurance needs analysis, and cash flow planning, though clients are not required to implement recommendations through the firm. Investment strategies utilize fundamental analysis, technical analysis, charting, macro analysis, and discounted cash flow analysis, alongside strategies such as long-term and short-term purchases and option writing. Reyna Capital Advisors primarily serves individuals, high net worth individuals, trusts, estates, and corporations, requiring a minimum investment of $5,000,000 to open and maintain an account.

Assets Under Management$2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.20%
$5.0M - $10.0M0.80%
$10M+0.65%

Fees are negotiable based on historical relationship, asset type, anticipated future earning capacity, and other factors. Cash is included in asset calculations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

1 Advisors at this firm

Reyna Capital Advisors, LLC - Fees, AUM & Advisors | TrueAdvisor