REAVES ASSET MANAGEMENT

Legal name: W. H. REAVES & CO., INC.

CRD 3140File 801-13457

APPROVED

Retail clients

Filing as of Feb 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.94B

Top 25% of cohort (national)

Discretionary AUM

$5.94B

Clients

283

283 accounts

Employees

Top 10% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Oct 1, 1977
Principal office: 10 EXCHANGE PLACE, 18TH FLOOR, JERSEY CITY, NJ, 07302
Phone: 201-332-4596
Website: HTTP://WWW.REAVESASSETMANAGEMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.94B
Discretionary AUM: $5.94B
Non-discretionary AUM: $0
Discretionary accounts: 283
Non-discretionary accounts: 0
Total accounts: 283
AUM per client: $21.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$18.2M
Investment companies	3	$5.65B
Charitable organizations	7	$13.1M
High net worth individuals	3	$29.9M
Individuals (other than high net worth individuals)	263	$227.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
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 11

This 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.