# 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.

- CRD: 137342
- Filed as: REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137342
- AdvisorCensus page: https://advisorcensus.com/firm/reynders-mcveigh-capital-management-llc-boston-ma-137342

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Fifth Third Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,227,841,161
- Discretionary: $4,087,889,125
- Non-discretionary: $139,952,036

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $72,528,911 |
| High net worth individuals | 545 | $2,884,748,368 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $99,004,919 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $23,764,320 |
| Charitable organizations | 10 | $75,658,573 |
| State or municipal government entities (including government pension plans) | 1 | $8,648,045 |
| Other investment advisers | 5 | $70,659,382 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 20 | $160,342,937 |
| Other | 4 | $832,485,706 |

### 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

### Firm details
- Registered since: 2005 (20 years)
- Employees: 35 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reyndersmcveigh.com
- reyndersmcveighfunds.com
- rmcmresearch.com
- LinkedIn @1225920
- LinkedIn @CHAT-REYNDERS
- X @REYNDERSMCVEIGH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,278,288,263 | 33 | April 6, 2021 |
| October 2022 | $3,904,642,023 | 34 | July 1, 2022 |
| October 2023 | $3,240,827,048 | 35 | May 4, 2023 |
| October 2024 | $3,654,847,964 | 36 | June 18, 2024 |
| October 2025 | $3,916,569,543 | 34 | June 9, 2025 |
| October 2026 | $4,227,841,161 | 35 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reynders, McVeigh Capital Management, LLC (CRD 137342): Form ADV filing data as of October 2026.