Reutemann Financial Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Reutemann Financial Solutions reports 533 clients. They include 418 individual clients, 93 high-net-worth individuals, and 22 pension and profit-sharing plans. Of its assets, 100.0% ($252M across 1,250 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 29% |
| High-net-worth individuals | 17% | 66% |
| Pension and profit-sharing plans | 4% | 5% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 418 | $72.4M | 28.8% | $173K |
| High-net-worth individuals | 93 | $166M | 66.0% | $1.78M |
| Pension and profit-sharing plans | 22 | $12.2M | 4.9% | $555K |
| Charitable organizations | Fewer than 5 | $607K | 0.2% | — |
| Corporations and other businesses | Fewer than 5 | $475K | 0.2% | — |
| Total | 533 | $252M | 100% | — |
- Clients
- 418
- Regulatory AUM
- $72.4M
- AUM share
- 28.8%
- Avg. per client
- $173K
- Clients
- 93
- Regulatory AUM
- $166M
- AUM share
- 66.0%
- Avg. per client
- $1.78M
- Clients
- 22
- Regulatory AUM
- $12.2M
- AUM share
- 4.9%
- Avg. per client
- $555K
- Clients
- Fewer than 5
- Regulatory AUM
- $607K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $475K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 533
- Regulatory AUM
- $252M
- AUM share
- 100%
- Avg. per client
- —
- 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
Reutemann Financial Solutions is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Asset allocation services
- Asset allocation services are billed quarterly in advance, hourly (generally not over $500 an hour) or as a fixed fee (generally not over $10,000 a year); fees are negotiable.
- Consultations
- Consultations are billed hourly (generally not over $500 an hour) or as a fixed fee (generally not over $5,000), with a retainer of one-half of the quoted fee due at signing.
- Financial planning
- Financial planning is billed hourly (generally not over $500 an hour) or as a fixed fee (generally not over $5,000), or as 0.5% to 2.0% of net worth or income; fees are negotiable.
John Reutemann owns 75% or more of Reutemann Financial Solutions. John Reutemann is CEO; the leadership team includes Chief Financial Officer Valerie Alexander. It has 10 employees, 6 of them in advisory roles.
Leadership
- John ReutemannChief Executive Officer
- Valerie AlexanderChief Financial Officer/ Chief Compliance Officer
- Antoinette ReutemannSecretary
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Neal Bacher Bobys
- Paul John Cella
- J. Brian King
- John Fleming Reutemann JR
- Richard Keith Scott
- Lance Robert Yurich
Staff
- 10 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 broker-dealer reps
- 5 insurance agents
- Owns 75% or more of Reutemann Financial Solutions, Inc.
John Reutemann
Control person · since March 2010
Reutemann Financial Solutions’ regulatory assets fell from $497M (March 2021) to $252M (April 2026); clients fell from 1,197 to 533 and employees from 16 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $252M | 533 | 10 | 9 |
| June 2025 | $254M | 580 | 10 | 8 |
| July 2024 | $273M | 636 | 11 | 7 |
| March 2023 | $259M | 696 | 12 | 5 |
| June 2022 | $420M | 1,066 | 15 | 6 |
| March 2021 | $497M | 1,197 | 16 | 8 |
Besides its headquarters, Reutemann Financial Solutions has 8 offices (5 private residences, listed without an address), with 4 listed addresses across 4 states.
Florida · 1 listed address
- 3400 S Tamiami Trail, Sarasota
Maryland · 1 listed address
- 2273 Research BLVD, Suite 101, RockvilleHQ
New Jersey · 1 listed address
- 101 Crawfords Corner Road, Holmdel
Virginia · 1 listed address
- 1934 Old Gallows Road, Tysons Corner
Other business names
Reutemann Financial Solutions has reported 1 other business name to the SEC.
- Keyarx Capital Advisors
Contact and registration details
- Legal name
- Reutemann Financial Solutions, Inc.
- Headquarters
- 2273 Research BLVD, Suite 101, Rockville, MD 20850-3264
- Website
- rfsadvisors.com
- Phone
- 301-294-7500
- SEC file
- 801-71400
- Structure
- Maryland corporation
- Fiscal year end
- December
Reutemann Financial Solutions uses Charles Schwab ($199M, 88%) and Fortitude Re ($26.3M, 12%) as custodians for its separately managed accounts. Reutemann Financial Solutions does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $199M88%
- Fortitude ReFortitude Re · Brentwood, TN · $26.3M12%
At year end, Reutemann Financial Solutions’ separately managed accounts were mostly in funds (64%) and cash (29%).
What the accounts hold
- Funds64%
- Bonds7%
- Cash29%
How many clients does Reutemann Financial Solutions have?
Reutemann Financial Solutions has 533 clients and manages $252 million for them, as of April 2026. They include 418 individual clients, 93 high-net-worth individuals, and 22 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does Reutemann Financial Solutions offer?
Reutemann Financial Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Reutemann Financial Solutions use?
Reutemann Financial Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $199M and Fortitude Re (Brentwood, TN), with $26.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026
How many financial advisors does Reutemann Financial Solutions have?
Reutemann Financial Solutions has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 5 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 Reutemann Financial Solutions invest in?
At the end of its last fiscal year, Reutemann Financial Solutions’ separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 29% cash and equivalents and 7% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Reutemann Financial Solutions?
Reutemann Financial Solutions’ direct owner is John Reutemann (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does Reutemann Financial Solutions get paid?
Reutemann Financial Solutions is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Reutemann Financial Solutions registered with the SEC?
Yes, Reutemann Financial Solutions has been registered with the SEC as an investment adviser since 3 May 2010. Its CRD number is 153247 and its SEC file number is 801-71400.
Source: Form ADV Part 1A, Item 1, filed 22 April 2026; IAPD firm record
How do I contact Reutemann Financial Solutions?
Reutemann Financial Solutions’ main office is at 2273 Research BLVD, Suite 101, Rockville, MD 20850-3264. Its phone number is 301-294-7500. Its website is rfsadvisors.com.