James Reichard
Reichard Capital · Charlotte, North Carolina
James Reichard is a fee-only financial advisor at Reichard Capital in Charlotte, North Carolina, who holds the PFS credential. Reichard Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Reichard Capital |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $341.0M across 219 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NC · CRD 4484088 |
| Exams passed | Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How James's firm compares
- Reichard Capital's average account is about $1.6 million, from its Form ADV (assets managed divided by 219 accounts).
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Questions about James
Is James Reichard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Reichard Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Reichard Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Reichard based?
James Reichard is based in Charlotte, North Carolina.
What credentials does James Reichard hold?
James Reichard holds the PFS credential.
Is James Reichard registered with the SEC?
Yes. James Reichard is registered as an investment adviser representative in NC (CRD 4484088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reichard Capital manage?
Reichard Capital reports $341.0M across 219 accounts in assets under management.
How do I contact James Reichard?
Contact details aren't on file yet. Search for Reichard Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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