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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.