Reap Financial Group, Llc
- Regulatory AUM
- $648M
- Discretionary
- $648M
- Clients
- 1,284
- Avg AUM / client
- $505K
- Accounts
- 3,618
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,121 | $338M | 52.1% |
| High net worth individuals | 163 | $308M | 47.5% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 0.37% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hannah Sandra Heerlein | Co Founder | Jan 2010 (17y) | ≈ 56.25% – 100% via Reap Group, Llc | |
| Christopher Brent Heerlein | Partner | Oct 2015 (11y) | Less than 5% | |
| Hinson, Jessica, Rose | Chief Compliance Officer | Jul 2019 (7y) | Less than 5% | |
| Leah Joy Newman | Registered representative | Sep 2016 (10y) | ||
| Christopher John Hundl | Registered representative | May 2018 (8y) | ||
| Justin Blake Saffle | Registered representative | Jun 2019 (7y) | ||
| Mariah Felis Holmes | Registered representative | Dec 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Reap Group, Llc | Member | Feb 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hannah Sandra Heerlein: 75% – 100% of Reap Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/05/2026 | 1.06 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
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $638M (98% of AUM) Mar 2026
- National Financial Services (Fidelity) $297M (99% of AUM) Mar 2023
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: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗