← Tributary

REITZ CAPITAL ADVISORS LLC

FREELAND, MI · CRD 167088 · IAPD ↗ · reitzfg.com · (989) 791-3693

$103.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — REITZ CAPITAL ADVISORS LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
December 2024 — REITZ CAPITAL ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — REITZ CAPITAL ADVISORS LLC reported RAUM down 38% ($146.3M -> $90.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.