Data / Investment advisers / Ohio / Reed Financial Services, Inc.
Reed Financial Services, Inc., Cleveland, OH: $389 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Reed Financial Services, Inc. is an SEC registered investment adviser with its main office in Cleveland, Ohio and reports $389 million in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Reed Financial Services, Inc. (CRD number 112179): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 112179
- SEC file number
- 801-35002
- SEC status
- Approved, effective August 17, 1989
- Legal name
- James Reed Financial Services, Inc.
- Main office
- 5885 Landerbrook Drive Suite 110, Cleveland, OH 44124
- Phone
- (216) 464-2090
- Regulatory AUM
- $388,646,926 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $388,646,926
- Accounts
- 1,166
- Employees
- 10, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 129 | $292.9 million |
| Individuals (other than high net worth individuals) | 214 | $81.5 million |
| Pension and profit sharing plans | 7 | $14.2 million |
| Corporations or other businesses | 1 | $99,751 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $388.6 million | March 5, 2026 |
| December 1, 2025 | $345.8 million | March 18, 2025 |
Other advisers in Cleveland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Resilience Management | Cleveland | $546.3 million | 15 | adviserinfo.sec.gov |
| Park Edge Advisors, LLC | Cleveland | $522.5 million | Not listed | adviserinfo.sec.gov |
| Cleveland Wealth, LLC | Cleveland | $506.6 million | Not listed | adviserinfo.sec.gov |
| The O.H.I.O. Fund | Cleveland | $474.6 million | 6 | adviserinfo.sec.gov |
| Return on Life Wealth Partners | Cleveland | $472.5 million | Not listed | adviserinfo.sec.gov |
| CW Industrial Partners, LLC | Cleveland | $283.9 million | 4 | adviserinfo.sec.gov |
| Clutterbuck Capital Management LLC | Cleveland | $233.4 million | 3 | adviserinfo.sec.gov |
| Bright Path Sports Partners, LLC | Cleveland | $194.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cleveland, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Reed Financial Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.