REAP FINANCIAL GROUP, LLC
Adviser information for REAP FINANCIAL GROUP, LLC last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 10 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,246 | $443.5M |
| Non-Discretionary | 0 | $0 |
| Total | 3,246 | $443.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,045 | $247.2M |
| HNW Individuals | 162 | $196.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118413 |
|---|---|
| SEC ERA File Number | 801-118413 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 144560 |
| Legal Entity Identifier | None |
Principal Office
9414 ANDERSON MILL ROADSUITE 100
AUSTIN
TX
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 512-249-7300, Fax: 1-888-812-7327
Websites
dignityduringdivorce.com/
reapprivateclient.com
taxfreedomsummit.com
moneywontbuyhappiness.com
www.linkedin.com/company/reap-financial
reapprivateclient.zoom.us/
www.youtube.com/c/reapfinancial
www.austinsfinancialplanner.com/
www.reapfinancial.com
twitter.com/reapfinancial
www.facebook.com/reapfinancial/
www.austinfinancialplanner.com
www.saveyourbenefits.com
wealthradio.com
www.instagram.com/reapfinancial/
retirereadytv.com
reapevent.com
Chief Compliance Officer
JESSICA HINSON
CHIEF OPERATING OFFICER
9414 ANDERSON MILL ROAD
SUITE 100
AUSTIN
TX
United States
Tel:
512-249-7300
Fax:
888-812-7327
J******@****************M
(Full email address available in API data)
Regulatory Contact
HANNAH HEERLEIN
CO-FOUNDER
9414 ANDERSON MILL ROAD
SUITE 100
AUSTIN
TX
United States
Tel:
512-249-7300
Fax:
888-812-7327
H********@****************M
(Full email address available in API data)
Industry Affiliates
| REAP INSURANCE GROUP, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEERLEIN, HANNAH, SANDRA | Individual | – | CO-FOUNDER | 02/2018 | < 5% |
| Heerlein, Christopher, Brent | Individual | – | PARTNER | 02/2018 | < 5% |
| REAP GROUP, LLC | Domestic Entity | – | MEMBER | 02/2018 | > 75% |
| Heerlein, Christopher, Brent | Individual | REAP GROUP, LLC | MEMBER | 02/2018 | |
| HEERLEIN, HANNAH, SANDRA | Individual | REAP GROUP, LLC | MEMBER | 02/2018 | > 75% |
| Hinson, Jessica, Rose | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2019 | < 5% |