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Rea Capital Management, LLC (Fort Collins)


Rea Capital Management, LLC is an adviser based in Fort Collins. It manages $52 million of regulatory assets for 448 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Colorado.

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Rea Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rea Capital Management: assets under management

The assets under management (AUM) of Rea Capital Management, LLC is $52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.07 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rea Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Collins

The principal office where Rea Capital Management, LLC performs its advisory services is located at 4703 B Boardwalk Drive,Suite 1, Fort Collins, CO 80525, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-223-0907 or by fax 970-223-2615. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at reagroup.us.


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