Reycap Services, Inc (Winston Salem)


Reycap Services, Inc is a large advisory firm based in Winston Salem. It manages $470.09 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of North Carolina.

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Reycap Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Reycap Services: assets under management

The assets under management (AUM) of Reycap Services, Inc is $470.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $470.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.02 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Reycap Services, Inc 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.

Careers at Reycap Services, Inc

David Gray Townsend has been acting as President since 1 Feb 2005. Brad Taylor Clark joined the executive team most recently as the Cco.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
David Gray Townsend President 1 Feb 2005 25% - 50% 707636
Martin Paul Gilmore Secretary/vice president 1 Feb 2005 Other 6020631
Christopher Nicholas Jones Vice president 1 Feb 2005 Other 6020633
Thomas Hoadley Westbrook Vice president 1 Aug 2005 Other 4374077
Brad Taylor Clark Cco 1 Feb 2012 Other 6022362

Based in Winston Salem

The principal office where Reycap Services, Inc performs its advisory services is located at 101 N. Cherry Street, Suite 700, Winston Salem, NC 27101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 336-733-0350 or by fax 336-733-0349. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.bbtcp.com.