Reynders, Mcveigh Capital Management, Llc
- Regulatory AUM
- $4.2B
- Discretionary
- $4.1B
- Clients
- 749
- Avg AUM / client
- $5.6M
- Accounts
- 749
- Employees
- 35
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $72.5M | 1.72% |
| High net worth individuals | 545 | $2.9B | 68.2% |
| Investment companies | 1 | $99.0M | 2.34% |
| Pension and profit sharing plans | 4 | $23.8M | 0.56% |
| Charitable organizations | 10 | $75.7M | 1.79% |
| State or municipal government entities | 1 | $8.6M | 0.2% |
| Other investment advisers | 5 | $70.7M | 1.67% |
| Corporations and other businesses | 20 | $160M | 3.79% |
| Other | 4 | $832M | 19.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Orrick, Herrington & Sutcliffe Llp Retirement Plan Orrick, Herrington & Sutcliffe Llp | 2024 |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charlton Nmn Reynders | Managing Member | Sep 2005 (21y) | 50% – 75% | |
| Patrick Johnson Mcveigh | Managing Member | Oct 2005 (21y) | 50% – 75% | |
| Bremer, Susan, Mullen | Chief Financial Officer | Oct 2009 (17y) | Less than 5% | |
| Mooney, Ryan, Olivia | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Eric Alan Shrayer | Registered representative | CFP CFA | Oct 2006 (20y) | |
| Thomas Michael Roche | Registered representative | CFA | Oct 2006 (20y) | |
| Carrie Anne Endries | Registered representative | May 2015 (11y) | ||
| Eric David Sample | Registered representative | CFA | May 2015 (11y) | |
| Ioannis Mitropoulos | Registered representative | May 2015 (11y) | ||
| Maria Demetra Egan | Registered representative | May 2015 (11y) | ||
| Maryelizabeth Conlon Kesse | Registered representative | Feb 2016 (11y) | ||
| Alexandria Leigh Biela | Registered representative | May 2019 (7y) | ||
| James Patrick Jurgens | Registered representative | Feb 2020 (6y) | ||
| Jamie Taloumis Hobkirk | Registered representative | CFP CFA | Jan 2021 (6y) | |
| Christian Thomas Mahoney | Registered representative | CFA | Mar 2021 (5y) | |
| Roberto C. Figueiredo | Registered representative | CFP | Jun 2021 (5y) | |
| Anthony Renzo Frigo | Registered representative | CFP | Oct 2022 (4y) | |
| Ryan Charles Boudreau | Registered representative | CFA | Oct 2022 (4y) | |
| Ryan J Kreatz | Registered representative | Apr 2023 (3y) | ||
| Louisa Grace Jacquinto | Registered representative | May 2023 (3y) | ||
| Jennifer Yousif | Registered representative | Jul 2023 (3y) | ||
| Hazielinda Ghazali Cho | Registered representative | Nov 2024 (2y) | ||
| Trent Stephen Mullen | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Orrick, Herrington & Sutcliffe Llp Retirement Plan | Orrick, Herrington & Sutcliffe Llp | 1,870 | $1.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $2.5B (58% of AUM) Mar 2026
- Fifth Third Bank $814M (19% of AUM) Mar 2026
- Charles Schwab & Co. $358M (11% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗