R2 Capital Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars.
R2 Capital Strategies reports 430 clients. They include 400 individual clients and 30 high-net-worth individuals. Of its assets, 93.0% ($220M across 818 accounts) are managed with discretion; $16.5M across 65 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 56% |
| High-net-worth individuals | 7% | 44% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 400 | $133M | 56.4% | $333K |
| High-net-worth individuals | 30 | $103M | 43.6% | $3.43M |
| Total | 430 | $236M | 100% | $549K |
- Clients
- 400
- Regulatory AUM
- $133M
- AUM share
- 56.4%
- Avg. per client
- $333K
- Clients
- 30
- Regulatory AUM
- $103M
- AUM share
- 43.6%
- Avg. per client
- $3.43M
Total
- Clients
- 430
- Regulatory AUM
- $236M
- AUM share
- 100%
- Avg. per client
- $549K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
R2 Capital Strategies charges 1.00%–1.25% a year for its Asset Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M and above | 1.00% |
Fee details and sources
Other fees
- Financial Planning Services
- Hourly at $200 per hour against a retainer, or a negotiable fixed fee generally from $250 to $1,000.
- Retirement Plan Services
- Annual fee on plan assets: 1.25% for $0 to $999,999 and 1.00% at $1,000,000 and above, negotiable.
Travis Langemeier owns 50% to 75% of R2 Capital Strategies. The leadership team of R2 Capital Strategies includes Chief Compliance Officer Travis Langemeier. It has 3 employees.
Leadership
Travis LangemeierManaging Member and Chief Compliance Officer
Andrew PetersonManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of R2 Capital Strategies, LLC
Travis Langemeier
Control person · since September 2025
- Owns 50% to 75% of R2 Capital Strategies, LLC
Andrew Peterson
Control person · since September 2025
Besides its headquarters, R2 Capital Strategies has 2 offices (2 private residences, listed without an address), with 1 listed address in Nebraska.
Nebraska · 1 listed address
- 6940 O Street, Suite 300, LincolnHQ
Contact and registration details
- Legal name
- R2 Capital Strategies, LLC
- Headquarters
- 6940 O Street, Suite 300, Lincoln, NE 68510
- Website
- r2wealth.com
- Phone
- 402-489-9375
- SEC file
- 801-134643
- Structure
- Nebraska LLC
- Fiscal year end
- December
R2 Capital Strategies uses Charles Schwab ($236M) as custodian for its separately managed accounts. R2 Capital Strategies does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $236M100%
At year end, R2 Capital Strategies’ separately managed accounts were mostly in funds (74%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $221M across 115 positions; the largest are Apple Inc. (8.6%), Vanguard World FD (6.9%) and Vanguard Whitehall Fds (5.6%).
What the accounts hold
- Stocks24%
- Funds74%
- Registered funds67%
- Pooled vehicles7%
- Cash2%
Reported 13F holdings
- $221M
- Reported 13F value
- 115
- Positions
- 46.1%
- In the 10 largest
- —
- Value vs. prior quarter
- Apple Inc.8.6%
- Vanguard World FD · Mega Grwth Ind6.9%
- Vanguard Whitehall Fds · High Div Yld5.6%
- SPDR Series Trust · ST Str PR Sp15005.3%
- Nvidia Corporation4.1%
- Amazon Com Inc.4.0%
- Blackrock ETF Trust II · Isha Flex IN ETF3.4%
- Microsoft Corp.2.8%
- iShares TR · Fltg Rate NT ETF2.8%
- Berkshire Hathaway Inc. Del · CL B New2.7%
Together, the ten largest are 46.1% of reported value.
How many clients does R2 Capital Strategies have?
R2 Capital Strategies has 430 clients and manages $236 million for them, as of April 2026. They include 400 individual clients and 30 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does R2 Capital Strategies offer?
R2 Capital Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does R2 Capital Strategies charge?
R2 Capital Strategies charges 1.00%–1.25% a year for its Asset Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Source: R2 WEALTH MANAGEMENT PARTNERS ADV PART 2A FIRM BROCHURE, filed 1 April 2026
Which custodians does R2 Capital Strategies use?
R2 Capital Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $236M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does R2 Capital Strategies have?
R2 Capital Strategies has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does R2 Capital Strategies invest in?
At the end of its last fiscal year, R2 Capital Strategies’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 7% pooled vehicles (private funds and similar) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns R2 Capital Strategies?
R2 Capital Strategies’ direct owners are Travis Langemeier (50% to 75%) and Andrew Peterson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does R2 Capital Strategies get paid?
R2 Capital Strategies is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is R2 Capital Strategies registered with the SEC?
Yes, R2 Capital Strategies has been registered with the SEC as an investment adviser since 1 December 2025. Its CRD number is 338490 and its SEC file number is 801-134643.
Source: Form ADV Part 1A, Item 1, filed 1 April 2026; IAPD firm record
How do I contact R2 Capital Strategies?
R2 Capital Strategies’ main office is at 6940 O Street, Suite 300, Lincoln, NE 68510. Its phone number is 402-489-9375. Its website is r2wealth.com.