G. A. REPPLE & COMPANY
Adviser information for G. A. REPPLE & COMPANY last updated from Form ADV on March 29th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 68 |
|---|---|
| Investment Advisory/Research | 58 |
| Registered Broker-Dealer Representatives | 54 |
| Registered State Investment Advisers | 58 |
| Licensed Agents of an Insurance Company | 51 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,330 | $575.8M |
| Non-Discretionary | 157 | $37.1M |
| Total | 3,487 | $612.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 3,468 | $608.3M |
| HNW Individuals | 0 | $0 |
| 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 | 19 | $4.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissionsTHIRD PARTY ASSET MANAGEMENT, SERVICES |
| Other Business Activities | Broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 72.2M |
| Portfolio Manager | 3.5B |
| Both for Same | 10.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| GAS ACCOUNTS | G.A. REPPLE & COMPANY |
| GA REPPLE OPTIMIZED INVESTMENT PLATFORM | GA REPPLE & CO |
| FMAX (FIDELITY MANAGED ACCOUNT XCHANGE) | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC |
Identifiers
| SEC RIA File Number | 801-63426 |
|---|---|
| SEC ERA File Number | 801-63426 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 17486 |
| Legal Entity Identifier | None |
Principal Office
101 NORMANDY ROADCASSELBERRY
FL
United States
Monday - Friday, 8:30-5:00
Tel: 407-339-9090, Fax: 407-339-9091
Chief Compliance Officer
TIMOTHY G. MOYER
CHIEF COMPLIANCE OFFICER
101 NORMANDY ROAD
CASSELBERRY
FL
United States
Tel:
407-339-9090
Fax:
407-339-9091
T*****@***********M
(Full email address available in API data)
Regulatory Contact
GLENN REPPLE
PRESIDENT
101 NORMANDY ROAD
CASSELBERRY
FL
United States
Tel:
407-339-9090
Fax:
407-339-9091
G****@***********M
(Full email address available in API data)
Industry Affiliates
| AVANTI WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
| NORTHTOWN CAPITAL STRATEGIES | Other investment adviser, including financial planners |
| REPPLE INSURANCE SERVICES | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| G.A. REPPLE FINANCIAL GROUP, INC. | Domestic Entity | – | PARENT CORPORATION | 11/1985 | > 75% |
| REPPLE, GLENN ALLEN | Individual | – | PRESIDENT, GEN SEC PRINCIPAL | 11/1985 | < 5% |
| REPPLE, GLENN ALLEN | Individual | G.A. REPPLE FINANCIAL GROUP, INC. | MAJORITY STOCKHOLDER | 09/2008 | > 75% |
| MOYER, TIMOTHY GLENN | Individual | – | COO | 02/2020 | < 5% |
| MOYER, TIMOTHY GLENN | Individual | – | CCO | 02/2020 | < 5% |
| WILSON, CHARLENE FAITH | Individual | – | FINOP | 12/2022 | < 5% |