Reeves, James, Townsend
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,965,367
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$2,120,671
About
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.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Wealth management
Fee options
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.50% annually $1,000,001+: 0.25% annually
$250 per hour for financial planning and consulting
Account minimum: $500,000 (may be lowered or waived in certain instances)
Main office location
Reeves, James, Townsend
Rancho Palos Verdes CA, United States
Number of offices
1
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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