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REED FINANCIAL SERVICES, INC.
Legal name: JAMES REED FINANCIAL SERVICES, INC.
CRD 112179File 801-35002
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$388.6M
Below cohort median (national)
Discretionary AUM
$388.6M
Clients
351
1,166 accounts
Employees
10
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 17, 1989
- Principal office
- 5885 LANDERBROOK DRIVE, SUITE 110, CLEVELAND, OH, 44124
- Phone
- 216-464-2090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $388.6M
- Discretionary AUM
- $388.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,166
- Non-discretionary accounts
- 0
- Total accounts
- 1,166
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $100K |
| High net worth individuals | 129 | $292.9M |
| Pension and profit sharing plans | 7 | $14.2M |
| Individuals (other than high net worth individuals) | 214 | $81.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | Clients | 349 | 351 | increased by2 |
| Apr 1, 2026 | AUM | $345,805,007 | $388,646,926 | increased by$42,841,919 |
| Apr 1, 2026 | Accounts | 1,143 | 1,166 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 11 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 354 | 349 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $339,520,991 | $345,805,007 | increased by$6,284,016 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,156 | 1,143 | decreased by13 |
| Apr 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 314 | 354 | increased by40 |
| Apr 1, 2022 | AUM | $288,606,771 | $339,520,991 | increased by$50,914,220 |
| Apr 1, 2022 | Accounts | 1,067 | 1,156 | increased by89 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REED FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REED FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.