Best Investors Account Sign in
Inactive

Rachel Jane Marthinsen

Reichard Capital, LLC

Charlotte, NC

CRD 8230299

Claim This Profile
Employer firm

Reichard Capital, LLC CRD 305695

$341M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Reichard Capital, Llc

200 South College Street Suite 1530, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-16
  • NC RA
    APPROVED
    Since 2026-03-16

Branch Locations

200 South College Street Suite 1530, Charlotte, NC 28202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reichard Capital Llc Charlotte NC 02/2026 Present
Ernst & Young Llc Charlotte NC 01/2023 01/2026
University Of North Carolina Wilmington Wilmington NC 08/2021 05/2022
University Of North Carolina Wilmington Wilmington NC 08/2017 05/2021
Charlotte Catholic High School, Charlotte NC 08/2014 05/2017
University Of North Carolina Wilmington Wilmington NC 05/2022 01/2023
  • 02/2026 → Present
    Reichard Capital Llc
    Charlotte, NC
  • 01/2023 → 01/2026
    Ernst & Young Llc
    Charlotte, NC
  • 08/2021 → 05/2022
    University Of North Carolina Wilmington
    Wilmington, NC
  • 08/2017 → 05/2021
    University Of North Carolina Wilmington
    Wilmington, NC
  • 08/2014 → 05/2017
    Charlotte Catholic High School,
    Charlotte, NC
  • 05/2022 → 01/2023
    University Of North Carolina Wilmington
    Wilmington, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-16
  • S65 Uniform Investment Adviser Law Examination
    2026-03-16
Other Names
  • Rachel Jane Marthinsen
  • Rachel Jane Marthinsen Rabil

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor