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Deak Reynolds Co (St. Marys City)


Deak Reynolds Co is an adviser based in St. Marys City. It manages $22 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Virginia.

Deak Reynolds 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.

Deak Reynolds: assets under management

The assets under management (AUM) of Deak Reynolds Co is $22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $916.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Deak Reynolds Co 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 St. Marys City

The principal office where Deak Reynolds Co performs its advisory services is located at 18599 Pleasant Manor Rd, St. Marys City, MD 20686 The mailing address of the firm is P.O. Box D, St. Mary's City, MD 20686. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-862-1933 or by fax 301-862-5058. The normal business hours are 9:00am to 6:00pm on Monday - Friday.


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