A complete list of active advisors currently associated with Reeves, James, Townsend

Warmer can help you find a great advisor at Reeves, James, Townsend or one who fits your needs even better.

The firm provides non-discretionary asset management and financial planning to individuals, trusts, estates and business entities. It maintains a small client roster—eight client relationships with roughly $17 million in assets under management—and generally requires a $500,000 account minimum, so it does not serve lower-net-worth individual clients. Investment advice is delivered on a non-discretionary basis: the adviser develops strategy, selects securities using fundamental analysis, and proposes allocations and transactions but obtains client approval before executing trades. Accounts are reviewed at least quarterly (and more frequently as needed) with attention to rebalancing, tax-loss harvesting opportunities, and a mix of long- and short-term strategies including ETFs and options where appropriate. What distinguishes the firm from most independent peers is that nearly all assets are managed non-discretionarily—an uncommon arrangement among similar RIAs—and the client base is unusually small and concentrated, suggesting more direct client involvement in trading decisions. The firm requires the use of a specified custodian (Charles Schwab), does not vote client proxies, and the principal is CFP‑certified with multi-decade industry experience.

To learn more about the advisors currently working at Reeves, James, Townsend, 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.