AdvisorCensus / Financial advisors / Massachusetts / Boston / Reynders, McVeigh Capital Management, LLC
Reynders, McVeigh Capital Management, LLC
Filed as REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
Reynders, McVeigh Capital Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Reynders, McVeigh Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Reynders, McVeigh Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Reynders, McVeigh Capital Management, LLC located?
Reynders, McVeigh Capital Management, LLC's principal office is in Boston, MA, according to its Form ADV.
Is Reynders, McVeigh Capital Management, LLC registered with the SEC or a state?
Reynders, McVeigh Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 137342.
How much does Reynders, McVeigh Capital Management, LLC manage?
Reynders, McVeigh Capital Management, LLC reports $4,227,841,161 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).
How have Reynders, McVeigh Capital Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Reynders, McVeigh Capital Management, LLC: Regulatory assets under management: $3,278,288,263 in the October 2021 data and $4,227,841,161 in the October 2026 data, up 29%. Total employees: 33 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Reynders, McVeigh Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (545); individuals (other than high net worth individuals) (159); corporations or other businesses not listed above (20).
Which custodians does Reynders, McVeigh Capital Management, LLC use?
Reynders, McVeigh Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Fifth Third Bank as custodians holding 10% or more of its separately managed account assets.
Does Reynders, McVeigh Capital Management, 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/137342
Does Reynders, McVeigh Capital Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "In order to establish or maintain an investment advisory relationship, Reynders, McVeigh generally requires a minimum of $1,000,000, which may be aggregated across related accounts." "The Firm retains discretion to accept or maintain client relationships below this minimum."
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
- Fixed fees (other than subscription fees)
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 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In order to establish or maintain an investment advisory relationship, Reynders, McVeigh generally requires a minimum of $1,000,000, which may be aggregated across related accounts.
The Firm retains discretion to accept or maintain client relationships below this minimum.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$4,227,841,161 as of October 2026, filing dated March 31, 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
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2005 (20 years)
- Employees
- Total: 35. Performing investment advisory functions: 17.
- 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
-
53 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 | $4,227,841,161 | 35 | March 31, 2026 |
| October 2025 | $3,916,569,543 | 34 | June 9, 2025 |
| October 2024 | $3,654,847,964 | 36 | June 18, 2024 |
| October 2023 | $3,240,827,048 | 35 | May 4, 2023 |
| October 2022 | $3,904,642,023 | 34 | July 1, 2022 |
| October 2021 | $3,278,288,263 | 33 | April 6, 2021 |
Regulatory assets under management: $3,278,288,263 in the October 2021 data and $4,227,841,161 in the October 2026 data, up 29%.
Total employees: 33 in October 2021 and 35 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 monthsNo 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.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. Reynders, McVeigh Capital Management, LLC (CRD 137342): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/reynders-mcveigh-capital-management-llc-boston-ma-137342