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Reinhart & Mahoney Capital Management, Inc. (Mequon)


Reinhart & Mahoney Capital Management, Inc. is a large advisory firm based in Mequon. It manages $1.71 billion of regulatory assets for 956 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Arizona, California, and 28 other states.

Reinhart & Mahoney Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Reinhart & Mahoney Capital Management: assets under management

The assets under management (AUM) of Reinhart & Mahoney Capital Management, Inc. is $1.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.71 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Reinhart & Mahoney Capital Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mequon

The principal office where Reinhart & Mahoney Capital Management, Inc. performs its advisory services is located at 1500 W.Market St Suite 100, Mequon, WI 53092, which is also the mailing address of the firm. An additional office of the firm is in Wixom, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-241-2020 or by fax 262-241-2025. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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