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SEC-registered firm

Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.

Reynders, McVeigh Capital Management, LLC

Boston, MA

CRD 137342

Firm filing updated March 31, 2026 ·

  • $4.2BAssets
  • 749Clients
  • 17Advisory staff
  • 749Accounts

Fees and minimums

All fee types on the form
  • Percentage of assets under managementYes
  • Fixed feesYes
  • Hourly chargesNo
  • Subscription fees (for a newsletter or periodical)No
  • CommissionsNo
  • Performance-based feesNo
  • OtherNo

Who the firm serves

See the client table
Clients by type
Client typeApproximate number of clientsAssets
Individuals (other than high net worth)159$72.5 million
High net worth individuals545$2.9 billion
Investment companies1$99.0 million
Pension and profit sharing plans (but not the plan participants or government pension plans)4$23.8 million
Charitable organizations10$75.7 million
State or municipal government entities (including government pension plans)1$8.6 million
Other investment advisors5$70.7 million
Corporations or other businesses not listed above20$160.3 million
Other: "MANAGED PORTION OF LAW FIRM ADMINISTERED TRUSTS"4$832.5 million
What the client labels mean

Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.

Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
See all 5 services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other: "INVESTMENT CONSULTING SERVICES"
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other: "INVESTMENT CONSULTING SERVICES"

Assets and accounts

  • Regulatory assets$4.2 billion
  • Accounts749
  • Discretionary$4.1 billion · 731 accounts
  • Non-discretionary$140.0 million · 18 accounts

People

  • Employees35
  • Advisory staff17
  • Broker-dealer reps0
  • Licensed insurance agents0
  • Planning clients26 to 50
Registration details
  • SEC-registered investment advisor. CRD 137342, SEC file 801-64812.
  • Registered with the SEC as an investment advisor (status date on record: November 21, 2005).

Is Reynders, McVeigh Capital Management, LLC a fiduciary?

Short answer: Reynders, McVeigh Capital Management, LLC is registered with the SEC as an investment advisor.

More detail

The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'

The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.

The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.

About this data

Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

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