Cra Financial Services, L.L.C.
- Regulatory AUM
- $1.7B
- Discretionary
- $1.5B
- Clients
- 1,433
- Avg AUM / client
- $1.2M
- Accounts
- 4,030
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 922 | $273M | 16.1% |
| High net worth individuals | 377 | $1.1B | 66.5% |
| Pension and profit sharing plans | 82 | $213M | 12.6% |
| Charitable organizations | 19 | $16.6M | 0.98% |
| Corporations and other businesses | 33 | $64.7M | 3.82% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew John Reynolds | Managing Member | CFP | Aug 1999 (27y) | 25% – 50% |
| Thomas Edward Reynolds | Managing Member | Aug 1999 (27y) | 25% – 50% | |
| Donna Savastani | Chief Compliance Officer | Feb 2011 (16y) | Less than 5% | |
| Robert Thomas Martin | Member | CFP | Feb 2013 (13y) | 10% – 25% |
| Jennifer Marie Colon | Registered representative | Aug 2006 (20y) | ||
| Gordon Schurch Shearer | Registered representative | CFP | Sep 2017 (9y) | |
| Jeffrey Wilbur Hilliard | Registered representative | CFP | Sep 2017 (9y) | |
| Joseph Mccaffrey | Registered representative | CFP | Jan 2020 (7y) | |
| Philip Tompkins | Registered representative | CFP | Jan 2023 (4y) | |
| Samantha Rae Swiderski | Registered representative | Jan 2023 (4y) | ||
| Jarman Edward Reilly | Registered representative | Jun 2026 (0y) | ||
| John Timothy Hughes | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $1.3B (74% of AUM) May 2026
- Charles Schwab & Co. $423M (25% of AUM) May 2026
- Fidelity Investments Institutional Services Company, Inc. $403M (64% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗