Reitz Capital Advisors Llc
- Regulatory AUM
- $103M
- Discretionary
- $103M
- Clients
- 101
- Avg AUM / client
- $1.0M
- Accounts
- 251
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Investments (13F portfolio — 22 positions, $55,570,568)
13F period Mar 31, 2024| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Us Dividend Equity Etf | ETF | $13,612,437 | 178,805 | 24.5% | 13.2% |
| 2 | J.P. Morgan Nasdaq Equity Premium Income Etf | ETF | $11,885,177 | 216,173 | 21.4% | 11.5% |
| 3 | Vanguard Total Bond Market Etf | ETF | $6,511,529 | 88,532 | 11.7% | 6.3% |
| 4 | Schwab U.S. Large Cap Growth Etf | ETF | $4,766,633 | 57,457 | 8.58% | 4.61% |
| 5 | Jpmorgan Equity Premium Income Etf | ETF | $4,295,328 | 86,027 | 7.73% | 4.15% |
| 6 | Ishares Preferred & Income Securities Etf | ETF | $2,210,829 | 70,883 | 3.98% | 2.14% |
| 7 | Ishares 20 Year Treasury Bond Etf | ETF | $2,047,310 | 20,705 | 3.68% | 1.98% |
| 8 | Pacer Us Cash Cows 100 Etf | ETF | $2,021,631 | 38,885 | 3.64% | 1.95% |
| 9 | Pacer Fds Tr | ETF | $1,402,486 | 28,529 | 2.52% | 1.36% |
| 10 | Apple Inc Com | Stock | $1,294,379 | 6,723 | 2.33% | 1.25% |
| 11 | Newmont Corp Com | Stock | $1,166,133 | 28,174 | 2.1% | 1.13% |
| 12 | J P Morgan Exchange Traded F | ETF | $845,996 | 16,769 | 1.52% | 0.82% |
| 13 | First Tr Energy Income & Growt Com | ETF | $639,915 | 44,193 | 1.15% | 0.62% |
| 14 | Microsoft Corp Com | Stock | $623,474 | 1,658 | 1.12% | 0.6% |
| 15 | Schwab U.S. Mid Cap Etf | ETF | $438,136 | 5,817 | 0.79% | 0.42% |
| 16 | Bp Plc Sponsored Adr | ADR | $415,773 | 11,745 | 0.75% | 0.4% |
| 17 | Dow Inc Com | Stock | $366,962 | 6,692 | 0.66% | 0.35% |
| 18 | Schwab Charles Corp Com | Stock | $306,917 | 4,461 | 0.55% | 0.3% |
| 19 | Annaly Capital Management Inc Com New | REIT | $250,106 | 12,912 | 0.45% | 0.24% |
| 20 | Verizon Communications Inc Com | Stock | $246,747 | 6,545 | 0.44% | 0.24% |
| 21 | Apollo Global Mgmt Inc Com | Stock | $218,065 | 2,340 | 0.39% | 0.21% |
| 22 | Zomedica Corp Com | Stock | $4,605 | 23,000 | 0.01% | 0.0% |
Top 25 of 22 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 63 | $20.6M | 19.9% |
| High net worth individuals | 38 | $82.8M | 80.1% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Joseph Reitz | Member And Chief Compliance Officer | CFP | Jun 2013 (13y) | 75% or more |
Undisclosed: 0% – 25% 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) | 02/12/2026 | 906 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $98.0M (95% of AUM) Feb 2026
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: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗