DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Reynders, Mcveigh Capital Management, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 20, 2012 · 41 filings
SEC status approved since Nov 21, 2005
RAUM
$4.2B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
70%
$3.0B individuals and HNW
Advisors
21
registered through the firm on IAPD
RAUM per advisor
$201M
derived; firm RAUM over IAPD count
Employees
35
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$4.2B as of Mar 31, 2026
Mar 20, 2012$681M then
HNW client RAUM$2.9B as of Mar 31, 2026
Mar 30, 2018$1.1B then
State-registered IARs (5.B.3)22 as of Mar 31, 2026
Mar 20, 20120 then
Employees (5.A)35 as of Mar 31, 2026
Apr 1, 201314 then
Private funds1 as of Mar 30, 2017
Apr 1, 20131 then
RAUM +7.9% over the last fiscal year+9.3% a year over threeIARs 23 to 22
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $201MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 34derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.3MderivedHNW RAUM over HNW clients
- Average account
- $5.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 2.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 21.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- -4.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.9B85%
- Corporations and businesses$160M4.7%
- Investment companies$99.0M2.9%
- Charitable organizations$75.7M2.2%
- Individuals$72.5M2.1%
- Other investment advisers$70.7M2.1%
- Pension and profit-sharing plans$23.8M0.7%
- State and municipal entities$8.6M0.3%
- Individual clients
- 159reported
- HNW clients
- 545reported
- Pension plan clients
- 4reported
- Charitable clients
- 10reported
- Accounts
- 749reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.7 fund_share=0.04 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
21 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Patrick Johnson Mcveigh | Boston, Ma | Apr 3, 2006 | 24 y | 1 |
| Charlton Nmn Reynders | Boston, Ma | Apr 3, 2006 | 31 y | 1 |
| Eric Alan ShrayerCertified Financial Planner, Chartered Financial Analyst | Boston, Ma | Oct 30, 2006 | 29 y | 0 |
| Thomas Michael RocheChartered Financial Analyst | Boston, Ma | Oct 30, 2006 | 30 y | 0 |
| Carrie Anne Endries | Boston, Ma | May 20, 2015 | 19 y | 1 |
| Maria Demetra Egan | Boston, Ma | May 20, 2015 | 15 y | 0 |
| Ioannis Mitropoulos | Boston, Ma | May 20, 2015 | 17 y | 0 |
| Eric David SampleChartered Financial Analyst | Boston, Ma | May 20, 2015 | 13 y | 0 |
| Maryelizabeth Conlon-Kesse | Boston, Ma | Feb 1, 2016 | 37 y | 2 |
| Alexandria Leigh Biela | Boston, Ma | May 7, 2019 | 14 y | 0 |
| James Patrick Jurgens | Boston, Ma | Feb 7, 2020 | 11 y | 0 |
| Jamie Taloumis HobkirkCertified Financial Planner, Chartered Financial Analyst | Boston, Ma | Jan 4, 2021 | 13 y | 2 |
| Christian Thomas MahoneyChartered Financial Analyst | Boston, Ma | Mar 4, 2021 | 11 y | 0 |
| Roberto C. FigueiredoCertified Financial Planner | Boston, Ma | Jun 29, 2021 | 15 y | 0 |
| Ryan Charles BoudreauChartered Financial Analyst | Boston, Ma | Oct 18, 2022 | 10 y | 0 |
| Anthony Renzo FrigoCertified Financial Planner | Boston, Ma | Oct 18, 2022 | 11 y | 0 |
| Ryan J Kreatz | Boston, Ma | Apr 12, 2023 | 13 y | 0 |
| Louisa Grace Jacquinto | Boston, Ma | May 3, 2023 | 12 y | 0 |
| Jennifer Yousif | Boston, Ma | Jul 18, 2023 | 12 y | 1 |
| Hazielinda Ghazali-Cho | Boston, Ma | Nov 5, 2024 | 15 y | 0 |
| Trent Stephen Mullen | Boston, Ma | Mar 27, 2025 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Anna Penn Finklestein to Obran Capital Advisors LLCJan 6, 2025 · RIA to a state-registered adviser
- Yuji Koga to KcmDec 11, 2023 · RIA to a state-registered adviser
- Julie Johnson Mcveigh to Nia Impact CapitalJan 26, 2023 · RIA to RIA
- Dylan Chamberlaine Brix to Boston Family Office LLCSep 10, 2020 · RIA to RIA
- Amy Sou Qiu to Welch & Forbes LLCMar 28, 2019 · RIA to RIA
- Tiffany Ann Brown to Natural InvestmentsApr 3, 2018 · RIA to RIA
- Megan Alice Trask to Connecticut Wealth Management, LLCJun 7, 2017 · Other
Joined, latest
- Jennifer Yousif from Rwa Wealth PartnersJul 18, 2023 · RIA to RIA
- Jamie Taloumis Hobkirk from CaptrustJan 4, 2021 · Other
- Amy Sou Qiu from Fiduciary Trust International, LLCAug 23, 2018 · RIA to RIA
- Dylan Chamberlaine Brix from Algonquin Advisors LLCJul 18, 2017 · Other
- Maryelizabeth Conlon-Kesse from Penobscot Investment Management Company, Inc.Feb 1, 2016 · Other
- Carrie Anne Endries from Lowell Blake & Associates Inc.May 20, 2015 · Other
- Yuji Koga from Mauna Kea Capital Group, LLCFeb 18, 2011 · Other
- Julie Johnson Mcveigh from Northstar Asset Management, IncMay 2, 2008 · Other
- Charlton Nmn Reynders from Lowell Blake & Associates Inc.Apr 3, 2006 · Other
- Patrick Johnson Mcveigh from Lowell Blake & Associates Inc.Apr 3, 2006 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Aloe Investment, LLCno longer reported | Private Equity Fund | $2.3M | 23 | Apr 1, 2013 |
| Social Core Equity Investment LPno longer reported | Hedge Fund | $0 | 0 | Mar 30, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Mullen Susan Bremer · Chief Financial Officercontrolsince 10/2009 · owns less than 5%
- Johnson Patrick Mcveigh · Managing Membercontrolsince 10/2005 · owns 50% to 75%
- Olivia Ryan Mooney · Chief Compliance Officercontrolsince 03/2023 · owns less than 5%
- Nmn Charlton Reynders · Managing Membercontrolsince 09/2005 · owns 50% to 75%
Related persons
Schedule D 7.A
- Highwood Productions, Inc.n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boston, Ma · principal | 21 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory activities · 4 to 5Jun 9, 2025 to Mar 31, 2026
- Charity clients · 11 to 10Jun 9, 2025 to Mar 31, 2026
- Corporate clients · 18 to 20Jun 9, 2025 to Mar 31, 2026
- HNW clients · 543 to 545Jun 9, 2025 to Mar 31, 2026
- Individual clients · 191 to 159Jun 9, 2025 to Mar 31, 2026
- Pension plan clients · 5 to 4Jun 9, 2025 to Mar 31, 2026
- Employees · 34 to 35Jun 9, 2025 to Mar 31, 2026
- Financial planning clients · 11-25 to 26-50Jun 9, 2025 to Mar 31, 2026
- State-registered IARs · 23 to 22Jun 9, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.7B to $4.1BJun 9, 2025 to Mar 31, 2026
- HNW RAUM · $2.7B to $2.9BJun 9, 2025 to Mar 31, 2026
- Individual RAUM · $89.2M to $72.5MJun 9, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $217M to $140MJun 9, 2025 to Mar 31, 2026
- Pension RAUM · $23.4M to $23.8MJun 9, 2025 to Mar 31, 2026
- RAUM · $3.9B to $4.2BJun 9, 2025 to Mar 31, 2026
- Financial planning clients · 11-25 to 11-25Mar 31, 2025 to Jun 9, 2025
- Accounts · 757 to 749Jun 18, 2024 to Mar 31, 2025
- Charity clients · 12 to 11Jun 18, 2024 to Mar 31, 2025
- Corporate clients · 12 to 18Jun 18, 2024 to Mar 31, 2025
- HNW clients · 541 to 543Jun 18, 2024 to Mar 31, 2025
- Individual clients · 177 to 191Jun 18, 2024 to Mar 31, 2025
- Pension plan clients · 4 to 5Jun 18, 2024 to Mar 31, 2025
- Employees · 36 to 34Jun 18, 2024 to Mar 31, 2025
- Financial planning clients · 26-50 to 11-25Jun 18, 2024 to Mar 31, 2025
- State-registered IARs · 22 to 23Jun 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.4B to $3.7BJun 18, 2024 to Mar 31, 2025
- HNW RAUM · $2.5B to $2.7BJun 18, 2024 to Mar 31, 2025
- Individual RAUM · $76.2M to $89.2MJun 18, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $228M to $217MJun 18, 2024 to Mar 31, 2025
- Pension RAUM · $21.3M to $23.4MJun 18, 2024 to Mar 31, 2025
- RAUM · $3.7B to $3.9BJun 18, 2024 to Mar 31, 2025
- Accounts · 817 to 757May 4, 2023 to Mar 27, 2024
- Advisory activities · 5 to 4May 4, 2023 to Mar 27, 2024
- Charity clients · 26 to 12May 4, 2023 to Mar 27, 2024
- Corporate clients · 8 to 12May 4, 2023 to Mar 27, 2024
- HNW clients · 492 to 541May 4, 2023 to Mar 27, 2024
- Individual clients · 277 to 177May 4, 2023 to Mar 27, 2024
- Pension plan clients · 2 to 4May 4, 2023 to Mar 27, 2024
- Pooled vehicle clients · unset to 0.0May 4, 2023 to Mar 27, 2024
- Assets in custody · 238178336.0 to unsetMay 4, 2023 to Mar 27, 2024
Signals
8 dated events
- Anna Penn Finklestein left Reynders, Mcveigh Capital Management, Llc for Obran Capital Advisors Llc (registered 2024-08-16)Jan 6, 2025 · Advisor changed firm · fact
- Yuji Koga left Reynders, Mcveigh Capital Management, Llc for Kcm (registered 2025-02-27)Dec 11, 2023 · Advisor changed firm · fact
- Olivia Ryan Mooney (Chief Compliance Officer) appeared on Schedule A of Reynders, Mcveigh Capital Management, LlcMar 31, 2023 · Control person joined · fact
- Julie Johnson Mcveigh left Reynders, Mcveigh Capital Management, Llc for Nia Impact Capital (registered 2023-12-06)Jan 26, 2023 · Advisor changed firm · fact
- Reynders, Mcveigh Capital Management, Llc reported RAUM $3.3B, up 33% from $2.5B (2020-06-26 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Reynders, Mcveigh Capital Management, Llc reported RAUM $2.5B, up 28% from $1.9B (2020-01-08 to 2020-05-14)May 14, 2020 · RAUM change · derived
- Michael Thomas Roche (Chief Operating Officer) no longer on Schedule A of Reynders, Mcveigh Capital Management, Llc (listed 2019-03-29, absent 2020-01-08)Jan 8, 2020 · Control person left · inference
- Reynders, Mcveigh Capital Management, Llc reported RAUM $1.9B, up 28% from $1.5B (2018-07-12 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Reynders, Mcveigh Capital Management, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 617-226-9999reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/1225920reportedpublic record, Form ADV, Sep 17, 2026
- Website
- RMCMRESEARCH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-226-9999reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $201Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026