A complete list of active advisors currently associated with Reyna Capital Advisors, llc
Warmer can help you find a great advisor at Reyna Capital Advisors, llc or one who fits your needs even better.
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.
To learn more about the advisors currently working at Reyna Capital Advisors, llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 10
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")