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Reeser Advisory Services Inc.

Updated today

Client assets under management

$28,931,400

Clients

26

38% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

13

Very Low

Average account size

$1,112,746

About

The firm provides investment advisory and portfolio management services to individual clients, serving both high-net-worth and non-high-net-worth households. It is a small adviser with two advisors and a limited client roster (around 26 clients), focusing on direct management and ongoing advisory relationships with individuals.

The firm’s approach emphasizes portfolio management informed by institutional investment practices, combining the principal’s long-term investment experience with hands-on advisory work. The owner is the primary supervisor of advisory activities, and a second advisor contributes prior broker‑dealer and operations experience to support client service and back‑office processes.

What distinguishes the firm from many peers is the principal’s decades of chief investment officer experience at large nonprofit and university investment organizations, an uncommon background for a firm of this size. The firm’s disclosures report no disciplinary history for supervised persons and indicate few outside business activities or additional compensation arrangements, which may be relevant to prospective clients assessing conflicts of interest.

Client services

Portfolio management

Expertise

College savings (529s, UTMA, etc.)

Main office location

Reeser Advisory Services Inc.

Germantown TN, United States

Number of offices

1

Most active in

Tennessee

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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