RIA Intel›Advisers›Idaho›REED CAPITAL MANAGEMENT, LLC

REED CAPITAL MANAGEMENT, LLC

Advisory

ID

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$461K

across 118 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients118

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, ID, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

118 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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