G. A. Repple & Company (Casselberry)

Name: G. A. Repple & Company
Address: 101 Normandy Road, Casselberry, FL, 32707
Telephone: 407-339-9090

G. A. Repple & Company is a large advisory firm based in Casselberry. It manages $252.9 million of regulatory assets for 1,709 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 44 other states.

G. A. Repple & Company provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

G. A. Repple & Company: assets under management

The assets under management (AUM) of G. A. Repple & Company is $252.9 million. The firm's AUM has grown by 705% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $219.26 million in discretionary accounts and $33.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $112.52 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 54% of the total AUM. The second-largest asset type is exchange traded securities, which make up 29% of the firm’s portfolio. Investments in cash and cash equivalents form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay G. A. Repple & Company for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients G. A. Repple & Company serves?

The firm provides services to individuals and corporations or other businesses. The largest group of clients of G. A. Repple & Company is individuals with 1,691 clients and $249.85 million of assets under management. Among the 10 most similar advisory firms, G. A. Repple & Company has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $252.9 million for 1,709 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

G. A. Repple & Company doesn't advise any private funds.

Careers at G. A. Repple & Company

The company employs 80 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 55 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. G.A. Repple Financial Group	Parent corporation	1 Nov 1985	75% - 100%	59-2711208
Glenn Allen Repple	President, gen sec principal	1 Nov 1985	Other	374301
Sandra Jean Albano	Fin & oper principal	1 Mar 1990	Other	1616968
Sandra Jean Albano	Chief compliance officer	1 Sep 2004	Other	1616968
Philippus Theunis Van Staden	Ceo	1 Sep 2012	Other	4489166
Philip Laurie Beytell	Coo	1 Jul 2014	Other	4828145
Philip Laurie Beytell	Fin & oper principal	1 Mar 2016	Other	4828145
Philip Laurie Beytell	Chief compliance officer	1 Jul 2016	Other	4828145
Kathleen Anne Mcqueen	Coo	1 Jan 2019	Other	3086688

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Allen Repple	Jtent with joanie s. repple	1 Jun 1985	75% - 100%	374301
Joan Sandra Repple	Jtent with glenn a. repple	1 Jun 1985	75% - 100%	2349430
Glenn Allen Repple	Majority stockholder	1 Sep 2008	75% - 100%	374301

Based in Casselberry

The principal office where G. A. Repple & Company performs its advisory services is located at 101 Normandy Road, Casselberry, FL 32707, which is also the mailing address of the firm. An additional office of the firm is in Beavercreek, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-339-9090 or by fax 407-339-9091. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at garepple.com.