SourcingSourcing

REITZ CAPITAL ADVISORS LLC

A66
CRD 167088·SEC 801-112453·FREELAND, MI
AUM
$103.4M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$310K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REITZ CAPITAL ADVISORS LLC
CRD
167088
SEC file #
801-112453
EIN
462021157
DBA names
—

Economics

AUM
$103.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$108.2M → $103.4M▼ -4%
Client mix
Individuals Other63
Individuals High Net Worth38

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
FREELAND MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
reitzfg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REITZ, MARK, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
REITZ, MARK, JOSEPH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REITZFG.COM
Rdap Domain Creation Date
2010-01-19T17:58:08Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001757260
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2019-01-15
Edgar Last Filing Date
2024-04-22
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2024-04-22
Accession0001757260-24-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3119
Soi Zip Pct 200k Plus
0.0893
Soi Zip Returns 200k Plus
610
Soi Zip Total AGI
650,484
Fdic Zip Total Deposits
2,486,840,000
Fdic Zip Branch Count
78
Fdic Zip Top Banks
Freeland State Bank
Chemical Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Window
Charles Schwab3
Full
Charles Schwab9
E*trade4
Edgar Addresses
Mailing
5786 MIDLAND RD.FREELAND, MI 48623
Business
5786 MIDLAND RD.FREELAND, MI 48623
Edgar EIN
462021157
Edgar Recent Filings
13F-HR2024-04-22 · 0001757260-24-000002
13F-HR2024-01-17 · 0001757260-24-000001
Fdic Zip Branches Raw
Chemical Bank and Trust CompanyFreeland, MI
Freeland State BankFreeland, MI
Fdic Zip HHI
3443.44
Fdic Zip Top Bank Share Pct
54.25
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-19T17:58:08Z
Rdap Domain Last Changed
2026-01-20T12:00:46Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,238
Returns1,780
Stub 2
AGI44,466
Returns1,210
Stub 3
AGI58,667
Returns950
Soi Zip Total Business Income
15,944
Soi Zip Total Cap Gains
24,626
Soi Zip Total Dividends
9,381
Soi Zip Total Returns
6,830
Top Owner CRD
5101409
Trust Company Affiliate
No

People (1)

1
REITZ, MARK, JOSEPH
IAR · Direct Owner · 87.5%
5101409