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Rea Financial, Inc

● SEC registered since 2026CRD 340696SEC# 801-135745Orlando, FL
Export (members)
Reg. AUM
—
Employees
3
Accounts
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Location
Orlando, FL

Rea Financial, Inc assets under management

Rea Financial, Inc is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2026. It employs 3 people.
View on SEC.gov ↗

Rea Financial, Inc owners & executives

2 reported
NameTitleOwnershipSince
Brittany Yocum ControlChief Compliance OfficerUnder 5%2026
James W Rea ControlPresidentOver 75%2022

Frequently asked questions

How many employees does Rea Financial, Inc have?

Rea Financial, Inc reports 3 employees.

Where is Rea Financial, Inc located?

Rea Financial, Inc is based in Orlando, FL and has been SEC-registered since 2026.

Does Rea Financial, Inc disclose fund performance?

Rea Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7680 Universal Blvd, Suite 620, Orlando, FL 34747
Phone407-787-9700
Office hours9-5
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo