Managing Partner, Chief Compliance Officer · Reicon Wealth Advisors, LLC
Reid T. Funston
CRD 2319236 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Reicon Wealth Advisors, LLC, an SEC-registered wealth manager based in Atlanta, GA with $220 million in regulatory assets, lists Reid T. Funston on its Form ADV as Managing Partner, Chief Compliance Officer, a control person. The SEC filings also name Reid at 1 other registered adviser.
Firms and roles
- Reicon Wealth Advisors, LLCManaging Partner, Chief Compliance OfficerWealth manager · Atlanta, GA · $220M in regulatory assets
- Maven Capital Partners, LLCManaging Partner, Co-Chief Investment OfficerWealth manager · Atlanta, GA · $153M in regulatory assets
AtlasMembers
Reid’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Theodore J. DaviesManaging Partner, Reicon Wealth Advisors, LLC
- Stephanie B. DouglassManaging Director, Chief Operating Officer, Reicon Wealth Advisors, LLC
- Gregory S. CohnManaging Partner, Maven Capital Partners, LLC
- Steven L. ShoresOwner, Maven Capital Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Reid’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.