A complete list of active advisors currently associated with Reed Capital Management, LLC

Warmer can help you find a great advisor at Reed Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Reed Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.