D
Deak Reynolds Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,948,833
Clients
12
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$2,245,736
About
Deak Reynolds Company is a fee-only, state-registered investment adviser that provides discretionary portfolio management primarily for individuals and high net worth individuals. The firm operates as a solo advisory practice and generally allocates client assets among mutual funds, ETFs, and individual stocks and bonds while billing on a percentage-of-assets basis.
The firm’s sole advisor assesses each client’s investment objectives and implements strategies that include long- and short-term purchases and trading, using fundamental, technical, charting, and cyclical analysis as appropriate. In addition to portfolio management, the adviser offers limited consulting on non-investment matters (for example estate and tax planning) and provides ongoing monitoring and periodic client reviews.
What is uncommon about this firm for its peer group is that the adviser is also a licensed attorney who maintains an affiliated law practice that shares office space; legal services are provided separately by the law firm, the adviser may recommend that firm to clients, and the arrangement is disclosed as a potential conflict of interest (with no fee-sharing by the adviser). The adviser’s advanced tax-law training and long experience in trusts, estates, and related planning are notable for a solo independent adviser, and the firm discloses a resolved 2014 consent order addressing inadvertent compliance violations.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.80% $4,000,001+: 0.75%
Minimum fee: Minimum annual investment management fee of $1,250, may be reduced or waived at firm's discretion Fee-only: Investment management services provided on a fee-only basis
Main office location
Deak Reynolds Company
Lexington Park MD, United States
Number of offices
1
Most active in
Deak Reynolds Company has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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