AUMdb

Reyna Capital Advisors, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 338262 · · www.linkedin.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$2.0M
Discretionary
$2.0M
Clients
Avg AUM / client
Accounts
5
Employees
1

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals Fewer than 5 clients $2.0M 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Brando Lewis Reyna Registered representative CFA Oct 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 903 KB 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

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗