Reed Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,250,152
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
117
26% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
117
Very HighAverage account size
$463,677
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
Portfolio management
Expertise
Options & derivatives strategies
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 location
Reed Capital Management, LLC
Boise ID, United States
Number of offices
2
Most active in
Reed Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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