# Reedmark Advisors, LLC

> 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.

- CRD: 173760
- Filed as: REEDMARK ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Somerville, NJ
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173760
- AdvisorCensus page: https://advisorcensus.com/firm/reedmark-advisors-llc-somerville-nj-173760

## Quick answers

**How is Reedmark Advisors, LLC compensated?**
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.

**Where is Reedmark Advisors, LLC located?**
Reedmark Advisors, LLC's principal office is in Somerville, NJ, according to its Form ADV.

**Is Reedmark Advisors, LLC registered with the SEC or a state?**
Reedmark Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173760.

**How much does Reedmark Advisors, LLC manage?**
Reedmark Advisors, LLC reports $564,554,539 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (29% discretionary).

**How have Reedmark Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Reedmark Advisors, LLC serve?**
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).

**Which custodians does Reedmark Advisors, LLC use?**
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.

**Does Reedmark Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Reedmark Advisors, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, LLC
- Hand Benefit & Trust Company
- T.ROWE Price Retirement Plan Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $564,554,539
- Discretionary: $161,149,960
- Non-discretionary: $403,404,579

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,004,693 |
| High net worth individuals | 28 | $78,144,348 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 36 | $475,327,731 |
| Charitable organizations | 2 | $9,077,767 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reedmark.com
- solenture.com
- LinkedIn @anthony-pascazio-37232a28

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,100,385,943 | 3 | March 23, 2021 |
| October 2022 | $1,282,805,374 | 3 | March 24, 2022 |
| October 2023 | $346,300,000 | 3 | March 16, 2023 |
| October 2024 | $331,500,000 | 3 | March 28, 2024 |
| October 2025 | $396,850,583 | 12 | March 26, 2025 |
| October 2026 | $564,554,539 | 12 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reedmark Advisors, LLC (CRD 173760): Form ADV filing data as of October 2026.