Rea Financial, Inc
● SEC registered since 2026CRD 340696SEC# 801-135745Orlando, FL
Reg. AUM
$54.8M
Employees
3
Accounts
364
Location
Orlando, FL
Rea Financial, Inc assets under management
Rea Financial, Inc is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2026. It reports $54.8 million in regulatory assets under management and employs 3 people.
Rea Financial, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James W Rea Control | President | Over 75% | 2022 |
| Kim Harold Teff | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Rea Financial, Inc manage?
Rea Financial, Inc reports $54.8 million in regulatory assets under management on its Form ADV.
How many employees does Rea Financial, Inc have?
Rea Financial, Inc reports 3 employees.
Where is Rea Financial, Inc located?
Rea Financial, Inc is based in Orlando, FL and has been SEC-registered since 2026.
Does Rea Financial, Inc disclose fund performance?
Rea Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7680 Universal Blvd, Suite 620, Orlando, FL 32819 |
| Phone | 407-787-9700 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$54.8Mregulatory AUM
Discretionary $42.8MNon-discretionary $12M