G.A. Repple & Company

What G.A. Repple & Company does

G.A. Repple & Company is a privately held, family-owned broker-dealer and registered investment advisor founded in 1982 and headquartered in Casselberry, Florida. The firm operates a dual-registered business model — SEC-registered as both broker-dealer and investment adviser, with FINRA and SIPC memberships — and specializes in Biblically Responsible Investing (BRI), an investment approach that screens out companies involved in gambling, tobacco, alcohol, pornography, and abortion while seeking ethical business practices. G.A. Repple generates revenue through four primary streams: securities transaction commissions, recurring investment advisory fees, insurance commissions through its affiliated Repple Insurance Services (RIS), and charitable trust administration fees (5227 and 1041 filings).

The firm pursues a two-sided go-to-market strategy. On the B2B side, it recruits independent financial advisors as registered representatives and investment adviser representatives, providing them with onboarding, compliance and licensing support, clearing services through National Financial Services (NFS), compensation structures, and access to multiple wrap fee programs (Direct Asset Management, FMAX Program, and Optimized Investment Platform). On the B2C side, it serves individual investors through this advisor network, which spans at least 13 U.S. states (CA, FL, GA, MD, MA, MI, MN, NE, NY, NC, ND, OH, TX). Service offerings include financial planning, estate planning, retirement planning, tax planning and preparation, asset allocation, insurance planning, employee benefits analysis, and generational/charitable wealth distribution.

G.A. Repple's technology stack is composed entirely of third-party platforms integrated into its service offering rather than built in-house: Wealthscape Investor for the client portal, Bond Trader Pro for fixed-income trading, Docupace for document management, DocuSign for e-signatures, Riskalyze for risk tolerance testing, eVALUEator for investment evaluation, Albridge for wealth data aggregation, and eMoney for financial planning. The firm is debt-free, led by founder/President Glenn A. Repple (who trained 600+ business leaders in 23 countries through biblical entrepreneurship programs) and CEO Bryan A. Repple (the founder's son), with Timothy G. Moyer as CCO/COO bringing prior experience from a firm with approximately $9B AUM and $45B AUA. Headcount at the home office is reported as 1-10 employees.

Name

G.A. Repple & Company

Legal name

G.A. Repple & Company

Website

https://garepple.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

G.A. Repple & Company is a privately held, faith-based broker-dealer and registered investment advisor founded in 1982, specializing in Biblically Responsible Investing. It serves independent financial advisors across 13+ U.S. states and their individual investor clients through commission-based brokerage, fee-based advisory wrap programs, and insurance services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Wealth management services
• Broker dealer services
• Investment advisory
• Retirement planning
• Biblically responsible investing

Headquarters

HQ city

Casselberry

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Broker-Dealer Commissions: Commission-based revenue from securities transactions including stocks, bonds, mutual funds, ETFs, CDs, variable annuities, IRAs, alternative investments, and structured products.
2. Investment Advisory Fees: Fee-based advisory services including financial planning, estate planning, philanthropy planning, asset allocation, portfolio management, retirement planning, tax planning, insurance planning, employee benefits analysis, education funding, and biblically responsible investing.
3. Insurance Services: Insurance products and services offered through Repple Insurance Services (RIS), including insurance peace of mind planning.
4. Charitable Trust Administration: Services for charitable estate planning and administration of charitable trusts, including 5227 and 1041 tax return filings for Charitable Trust and Lead Trusts.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

G.A. Repple & Company operates as a dual-registered SEC Broker Dealer and Registered Investment Advisor (Member FINRA & SIPC) providing wealth management, brokerage, and advisory services. The firm offers biblically responsible investing, financial planning, estate planning, retirement planning, asset management, tax planning, charitable planning, and insurance services through its affiliate Repple Insurance Services. It supports a network of independent financial advisors with onboarding, clearing, compliance, technology platforms, and wrap fee programs.

Product overview

G.A. Repple & Company is a dual-purpose financial services firm operating as both a Registered Investment Advisor and Broker Dealer, offering a comprehensive suite of wealth management and brokerage services. The firm provides advisory services (Financial Planning, Estate Planning, Asset Allocation, Retirement Planning, Tax Planning, Insurance Planning), brokerage products (Stocks, Bonds, Mutual Funds, ETFs, CDs, Variable Annuities, IRAs, Alternative Investments, Structured Products), and insurance services through Repple Insurance Services. The firm specializes in Biblically Responsible Investing (BRI), an investment approach screening for biblical principles alignment. Client access is facilitated through the Wealthscape Investor portal, while advisors have access to multiple wrap fee programs including Direct Asset Management, FMAX, and Optimized Investment Platform.

Differentiator

Problem solved

Functional benefit

Brands

• Wealthscape Investor: An investor portal platform that allows clients to view account information, transact, access key documents and get personalized content. Provides visibility into holdings and asset allocation.

Products and services

• Wealthscape Investor

Quantifiable outcome

• Trained over 600 business leaders in biblical entrepreneurship across 23 countries
• +1 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature8 records

Partnerships

Two partnerships are on record, tiered core.

• National Financial Services (NFS)coreTechnology or IntegrationNational Financial Services serves as the clearing firm for G.A. Repple & Company. The firm routes all customer orders through NFS for further routing and execution. G.A. Repple has adopted NFS's Rule 606(a) Report and does not receive any payment for order flow as the introducing firm. The custodial brokerage relationship with NFS handles trade execution and clearing services.
• Repple Insurance Services (RIS)coreOthersAffiliated insurance services entity offering insurance products and planning services to clients. Insurance services are offered as part of the holistic wealth management approach.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• LPL Financial: Largest U.S. independent broker-dealer by advisor count and AUM. Sets the competitive baseline on technology, payouts, and recruiting that G.A. Repple must match to retain independent advisors.
• Osaic (formerly Advisor Group): Large multi-brand IBD platform that supports independent advisors with full back-office, technology, and product capabilities — competes for the same independent advisor pool as G.A. Repple.

Direct peers

• Cetera Financial Group: Independent broker-dealer network supporting thousands of affiliated financial advisors with a full product, technology, and compliance platform — the same operating model G.A. Repple runs, just at far greater scale.
• Commonwealth Financial Network: Privately held IBD providing custody, compliance, technology, and practice management to independent advisors — a near-identical business model to G.A. Repple's.
• Cambridge Investment Research: Large IBD that supports independent advisors with a wide product shelf and is known to host a sizable contingent of faith-based reps — directly comparable to G.A. Repple's advisor-platform model.
• Kestra Financial: Independent broker-dealer and RIA platform serving affiliated financial professionals with a curated tech and product platform, comparable in structure to G.A. Repple's offering.
• Purshe Kaplan Sterling Investments: Mid-sized independent broker-dealer offering a turnkey platform for affiliated advisors, similar in scale positioning to G.A. Repple within the IBD landscape.
• Kingsview Wealth Management: Independent broker-dealer and RIA platform that supports a network of affiliated advisors with custody, technology, and practice management services comparable to G.A. Repple.

Emerging players

• Inspire Investing: Faith-based investment manager offering biblically-screened ETFs and advisor tools that compete with the same BRI thesis that differentiates G.A. Repple's platform.
• Ronald Blue Trust: Christian-affiliated RIA providing faith-based financial planning, investment management, and charitable planning — overlaps directly with G.A. Repple's BRI and financial-planning-led advisory business.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/garepple
• Facebookfacebook.com/GAReppleCompany

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about G.A. Repple & Company