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Carl David Reinhold (Sanibel)


Carl David Reinhold is an adviser based in Sanibel. It manages $42.03 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida and Wisconsin.

Carl David Reinhold provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carl David Reinhold: assets under management

The assets under management (AUM) of Carl David Reinhold is $42.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $977.42 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Carl David Reinhold for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sanibel

The principal office where Carl David Reinhold performs its advisory services is located at 629 H Nerita St, Sanibel, FL 33957 6808, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-472-2682 or by fax 239-472-2682. The normal business hours are 9a-5p on Monday - Friday.


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