Reeves, James, Townsend

Overview

Reeves, James, Townsend is a small, independent registered investment adviser organized as a sole proprietorship serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, operating primarily on a non-discretionary basis. Its fee model combines a percentage-of-AUM charge with hourly fees for planning and advisory work, which signals a blended advisory approach that pairs ongoing portfolio oversight with project-based planning engagements. Investment activity is equity-focused: the adviser shows a clear preference for exchange-traded equities and ETFs as the primary vehicles for client portfolios. At the same time, the firm uses third‑party external managers for real estate allocations and employs mutual funds for some exposures. Custody and trading flow through Charles Schwab & Co., Inc., which aligns with a model built around liquid, easily tradable instruments and third-party fund access.

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