Reyna Capital Advisors, llc

Reyna Capital Advisors, llc provides discretionary asset management primarily to institutional and pooled-vehicle clients and offers ancillary financial planning and portfolio monitoring. Founded in 2025, the firm operates as a single-advisor practice with the principal owner responsible for day-to-day investment decisions.

The firm’s investment process uses a blend of fundamental and quantitative methods—such as discounted cash flow valuation, macro analysis, and technical/charting techniques—and may implement long- and short-term positions as well as options strategies; cash is treated as an asset class. Portfolios are managed on a discretionary basis, subject to client-imposed restrictions, and the firm discloses a $5 million account minimum (which may be lowered or waived in certain circumstances).

Distinguishing features include the firm’s currently reported absence of client assets and the principal’s substantial outside business activity—approximately half of their time is devoted to separate business advisory work through an affiliated entity—which the brochure identifies as a potential conflict mitigated by disclosure and client choice. The firm also discloses that it does not vote client proxies (clients retain voting authority) and that it recommends a specific custodian relationship that may generate soft-dollar research or services, characteristics that differ from many peers.