Capital Design Associates Group, LLC (Greenville)
Capital Design Associates Group, LLC is a large advisory firm based in Greenville. It manages $398.78 million of regulatory assets for 1,184 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Georgia, North Carolina, and South Carolina.
Capital Design Associates Group provides financial planning services, portfolio management for individuals and small businesses, and estate planning, life insurance, disability insurance, long term care insurance. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Capital Design Associates Group: assets under management
The assets under management (AUM) of Capital Design Associates Group, LLC is $398.78 million. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 46% of the total AUM. The second-largest asset type is state and local bonds, which make up 25% of the firm’s portfolio. Investments in exchange traded securities form 22% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Capital Design Associates Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
What kind of clients Donald Lawrence Reichert serves?
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Donald Lawrence Reichert is high net worth individuals with 91 clients and $313.5 million of assets under management. Among the 8 most similar advisory firms, Capital Design Associates Group has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $398.78 million for 298 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.
Capital Design Associates Group doesn't advise any private funds.
Careers at Capital Design Associates Group, LLC
The company employs 9 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. 2 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.
Donald Lawrence Reichert has been acting as President since 1 Jan 2001. Jeffrey Kent Giguere joined the executive team most recently as the Coo/Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Greenville
The principal office where Capital Design Associates Group, LLC performs its advisory services is located at 619 Halton Road, Greenville, SC 29607, which is also the mailing address of the firm. An additional office of the firm is in Salem, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 864-235-1428 or by fax 864-235-9975. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at capitaldesignassociates.com.
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