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Reitz Capital Advisors LLC

Freeland, MISEC-registered investment adviserCRD 167088

Filed as REITZ CAPITAL ADVISORS LLC

Reitz Capital Advisors LLC is an SEC-registered investment advisory firm in Freeland, MI, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

8 years
registered since 2018
$103,411,751
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Reitz Capital Advisors LLC compensated?

On its Form ADV (Item 5.E, October 2026), Reitz Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is Reitz Capital Advisors LLC located?

Reitz Capital Advisors LLC's principal office is in Freeland, MI, according to its Form ADV.

Is Reitz Capital Advisors LLC registered with the SEC or a state?

Reitz Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 167088.

How much does Reitz Capital Advisors LLC manage?

Reitz Capital Advisors LLC reports $103,411,751 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

How have Reitz Capital Advisors LLC's assets and staff changed since 2021?

In the Form ADV data for Reitz Capital Advisors LLC: Regulatory assets under management: $143,831,791 in the October 2021 data and $103,411,751 in the October 2026 data, down 28%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Reitz Capital Advisors LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (38).

Which custodians does Reitz Capital Advisors LLC use?

Reitz Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Reitz Capital Advisors LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167088

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated February 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$103,411,751

$103,411,751 as of October 2026, filing dated February 12, 2026.

Discretionary: $103,411,751.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 63 Assets $20,614,987 (20%)
High net worth individuals
Clients 38 Assets $82,796,764 (80%)
Banking or thrift institutions
Clients Fewer than 5 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets Not reported
Charitable organizations
Clients Fewer than 5 Assets Not reported
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets Not reported
Other investment advisers
Clients Fewer than 5 Assets Not reported
Insurance companies
Clients Fewer than 5 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets Not reported
Corporations or other businesses not listed above
Clients Fewer than 5 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
2 states or jurisdictions
MITX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$144M 2021 $168M 2022 $146M 2023 $90.7M 2024 $96M 2025 $103M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$103,411,7511February 12, 2026
October 2025$95,983,0981February 20, 2025
October 2024$90,660,0222February 14, 2024
October 2023$146,334,5812February 10, 2023
October 2022$167,874,8742February 11, 2022
October 2021$143,831,7912February 9, 2021

Regulatory assets under management: $143,831,791 in the October 2021 data and $103,411,751 in the October 2026 data, down 28%.

Total employees: 2 in October 2021 and 1 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
reitzfg.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Reitz Capital Advisors LLC (CRD 167088): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/reitz-capital-advisors-llc-freeland-mi-167088