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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 Oct 1, 2026
Regulatory AUM
$5.94B
Top 25% of cohort (national)
Discretionary AUM
$5.94B
Clients
283
283 accounts
Employees
21
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.REAVESAM.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 22 | 21 | decreased by1 |
| Mar 1, 2026 | Clients | 300 | 283 | decreased by17 |
| Mar 1, 2026 | AUM | $4,092,180,109 | $5,939,604,331 | increased by$1,847,424,222 |
| Mar 1, 2026 | Accounts | 300 | 283 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 665 | 300 | decreased by365 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,544,838,616 | $4,092,180,109 | increased by$547,341,493 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 665 | 300 | decreased by365 |
| Mar 1, 2022 | Clients | 691 | 665 | decreased by26 |
| Mar 1, 2022 | AUM | $3,092,885,751 | $3,544,838,616 | increased by$451,952,865 |
| Mar 1, 2022 | Accounts | 691 | 665 | decreased by26 |
| 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 “REAVES ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REAVES ASSET” 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.