Reed Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,250,152
Clients
117
Advisors
1
of 4 employees
About
Reed Capital Management is a small registered investment adviser with one advisor managing about $54.4 million for 117 clients, primarily individuals, high-net-worth individuals and charitable organizations. The firm provides discretionary asset management and portfolio management services, and it may refer clients to third‑party money managers when appropriate.
The firm’s investment process is grounded in modern portfolio theory and documented investment policy statements tailored to each client’s objectives, with strategies that can include long- and short-term purchases, trading, and option writing (including covered and uncovered strategies). Reed Capital generally manages accounts on a discretionary basis and requires the use of a specified custodian while documenting client-imposed investment restrictions.
Noteworthy elements include acting as the sponsor of a wrap fee program, a relatively uncommon role for firms of this type, and an affiliation with an insurance business through which the firm’s owner may offer insurance products (about two hours per month of that activity), a relationship the brochure discloses as a potential conflict of interest. The firm also requires custody at a designated broker, does not routinely vote client proxies (clients receive and vote their own proxies), and discloses arrangements to share fees when referring clients to third‑party managers.
Client services
Expertise
Fee options
Annual investment advisory fee based on total assets under management not to exceed 2.0%
Minimum fee: RCM may waive its minimum fee and/or charge a lesser investment advisory fee based on certain criteria; specific minimum fee amount not stated
Main office
Boise ID
Advisors at this office
1
Most active in
California · Idaho · Texas
Also doing business as
Reed Capital Management, Inc. · Reed Capital Management, LLC · Reed Iv, Harrison S.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)