R
Reckard CPA Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
135
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
135
Very HighAverage account size
$0
About
Reckard CPA Advisors evaluates clients’ financial situations to determine whether they are an appropriate fit for a referral to Atlas Capital Management Corp’s proprietary investment advisory service. The firm is affiliated with Reckard CPA Group and provides tax planning support as well as insurance and annuity product sales, and it does not act as a custodian or accept commissions for client transactions.
Rather than offering portfolio management or discretionary investment services itself, Reckard refers eligible clients to Atlas Capital, where clients engage Atlas under a separate Investment Advisory Agreement and assets are held with independent custodians. Reckard states it will continue to evaluate the value provided by Atlas Capital’s strategies but does not have custody of client assets or authority to vote client securities.
What is distinctive about the firm is its combination of accounting and insurance activities with a primary role as a referral source to a third‑party investment manager, a structure that is uncommon among independent advisors. The firm’s compensation comes from client-paid referral fees through Atlas Capital rather than direct percentage‑of‑AUM billing by Reckard, and it reports no soft‑dollar arrangements.
Client services
Solicit business for another ia's asset mgmt services
Solicit business for another ia's asset mgmt services
Expertise
Wealth management
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
Fee-only: Referral fees paid by clients to Atlas Capital Management Corp; Reckard CPA Advisors receives 50% of these fees.
Main office location
Reckard CPA Advisors, LLC
Poneto IN, United States
Number of offices
1
Most active in
Reckard CPA Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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