{
  "crd_number": 173760,
  "slug": "reedmark-advisors-llc-somerville-nj-173760",
  "primary_business_name": "REEDMARK ADVISORS, LLC",
  "legal_name": "REEDMARK ADVISORS, LLC",
  "dbas": [],
  "city": "Somerville",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-01-09",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 564554539.0,
  "raum_discretionary": 161149960.0,
  "raum_non_discretionary": 403404579.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 9077767.0,
      "count": 2
    },
    "individuals": {
      "raum": 2004693.0,
      "count": 11
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 475327731.0,
      "count": 36
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 78144348.0,
      "count": 28
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/in/anthony-pascazio-37232a28",
    "https://reedmark.com",
    "https://solenture.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173760",
  "city_as_filed": "SOMERVILLE",
  "url": "https://advisorcensus.com/firm/reedmark-advisors-llc-somerville-nj-173760",
  "display_name": "Reedmark Advisors, LLC",
  "summary": "Reedmark Advisors, LLC is an SEC-registered investment advisory firm in Somerville, NJ, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Reedmark Advisors, LLC (CRD 173760): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Reedmark Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Reedmark Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Reedmark Advisors, LLC located?",
      "a": "Reedmark Advisors, LLC's principal office is in Somerville, NJ, according to its Form ADV."
    },
    {
      "q": "Is Reedmark Advisors, LLC registered with the SEC or a state?",
      "a": "Reedmark Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173760."
    },
    {
      "q": "How much does Reedmark Advisors, LLC manage?",
      "a": "Reedmark Advisors, LLC reports $564,554,539 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (29% discretionary)."
    },
    {
      "q": "How have Reedmark Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Reedmark Advisors, LLC: Regulatory assets under management: $1,100,385,943 in the October 2021 data and $564,554,539 in the October 2026 data, down 49%. Total employees: 3 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Reedmark Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (36); high net worth individuals (28); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Which custodians does Reedmark Advisors, LLC use?",
      "a": "Reedmark Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC, Hand Benefit & Trust Company and T.ROWE Price Retirement Plan Services as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Reedmark Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173760"
    },
    {
      "q": "What changed in Reedmark Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $396,850,583 to $564,554,539 (+42%). Registered or notice-filed in OH, TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1100385943.0,
      "total_employees": 3,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1282805374.0,
      "total_employees": 3,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 346300000.0,
      "total_employees": 3,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 331500000.0,
      "total_employees": 3,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 396850583.0,
      "total_employees": 12,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 564554539.0,
      "total_employees": 12,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $396,850,583 to $564,554,539 (+42%).",
        "Registered or notice-filed in OH, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Assetmark Brokerage, LLC",
      "name_as_filed": "ASSETMARK BROKERAGE, LLC",
      "affiliated": false
    },
    {
      "name": "Hand Benefit & Trust Company",
      "name_as_filed": "HAND BENEFIT & TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "T.ROWE Price Retirement Plan Services",
      "name_as_filed": "T.ROWE PRICE RETIREMENT PLAN SERVICES",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/reedmark-advisors-llc-somerville-nj-173760.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 2004693.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 78144348.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 475327731.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 9077767.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173760",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}