AdvisorCensus / Financial advisors / California / San Diego / Reyes Financial Architecture Inc.
Reyes Financial Architecture Inc. is an SEC-registered investment advisory firm in San Diego, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.
Quick answers
From the filingHow is Reyes Financial Architecture Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Reyes Financial Architecture Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Reyes Financial Architecture Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 12, 2026 states: Up to $500,000: 2.45% a year; $500,001 to $1,500,000: 1.95% a year; $1,500,001 to $2,500,000: 1.75% a year; Above $2,500,001: 1.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Reyes Financial Architecture Inc. located?
Reyes Financial Architecture Inc.'s principal office is in San Diego, CA, according to its Form ADV.
Is Reyes Financial Architecture Inc. registered with the SEC or a state?
Reyes Financial Architecture Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 153194.
How much does Reyes Financial Architecture Inc. manage?
Reyes Financial Architecture Inc. reports $196,182,788 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).
How have Reyes Financial Architecture Inc.'s assets and staff changed since 2022?
In the Form ADV data for Reyes Financial Architecture Inc.: Regulatory assets under management: $100,765,130 in the October 2022 data and $196,182,788 in the October 2026 data, up 95%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Reyes Financial Architecture Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (53).
Which custodians does Reyes Financial Architecture Inc. use?
Reyes Financial Architecture Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Reyes Financial Architecture Inc. 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/153194
Does Reyes Financial Architecture Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 12, 2026 says: "RFA typically requires a minimum of $1,000,000 to open an account. Under certain circumstances, RFA will negotiate this minimum at its discretion."
What changed in Reyes Financial Architecture Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $156,788,344 to $196,182,788 (+25%). Registered or notice-filed in MD.
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
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| Assets | Annual rate |
|---|---|
| Up to $500,000 | 2.45% |
| $500,001 to $1,500,000 | 1.95% |
| $1,500,001 to $2,500,000 | 1.75% |
| Above $2,500,001 | 1.5% |
The brochure's wording
RFA generally charges a quarterly asset management fee based on the account’s assets under management (“AUM”) based on the following annual percentages: Assets Under Management Annual Advisory Fee Below $500,000 2.45% $500,001 to $1,500,000 1.95% $1,500,001 to $2,500,000 1.75% Over $2,500,001 1.50%
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
RFA typically requires a minimum of $1,000,000 to open an account. Under certain circumstances, RFA will negotiate this minimum at its discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$196,182,788 as of October 2026, filing dated March 12, 2026.
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.DA 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
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 5. Performing investment advisory functions: 4.
- 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
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $196,182,788 | 5 | March 12, 2026 |
| October 2025 | $156,788,344 | 5 | March 24, 2025 |
| October 2024 | $134,715,155 | 5 | March 5, 2024 |
| October 2023 | $115,579,680 | 4 | August 25, 2023 |
| October 2022 | $100,765,130 | 4 | April 22, 2022 |
Regulatory assets under management: $100,765,130 in the October 2022 data and $196,182,788 in the October 2026 data, up 95%.
Total employees: 4 in October 2022 and 5 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- April 2026
- Regulatory assets under management went from $156,788,344 to $196,182,788 (+25%).
- Registered or notice-filed in MD.
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.ISource: 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. Reyes Financial Architecture Inc. (CRD 153194): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/reyes-financial-architecture-inc-san-diego-ca-153194