Recker Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Recker Capital Management LLC provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored pension and profit-sharing plans, and businesses. The firm is a fee-only registered investment adviser founded in March 2026 and, as reported in its September 22, 2026 filing, had no assets under management and no active SEC-registered advisors.
The firm delivers discretionary portfolio management informed by asset-allocation models and a mix of passive and active strategies, and it offers financial planning either as project-based engagements or as an ongoing service with a scheduled service calendar. It routinely recommends and monitors Outside Managers and model-based programs (including access to Schwab’s Model Market Center and third-party model portfolios) and permits clients to impose reasonable written investment restrictions.
Several aspects of the firm are atypical for a newly registered firm without active SEC-registered advisors: it expressly includes pension/retirement plan consulting among its services and employs multiple fee arrangements — asset-based advisory fees alongside fixed recurring planning fees and an hourly option for project work. The firm also discloses that it does not act as a private fund adviser and that recommending Outside Managers can result in separate advisory fees, which it says it addresses through due diligence and client disclosure.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001 - $750,000: 0.70% $750,000+: 0.50%
$225 per hour for Project-Based Financial Planning
Monthly fixed fees ranging from $150 to $450 for Ongoing Financial Planning
Fee-only: Fee-only compensation, no commissions, only fees paid by clients for services.
Main office
McMurray PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Recker Capital Management · Recker Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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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