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Bert Reames Investment Advisors
Bert Reames Investment Advisors is an SEC-registered RIA founded by Bert Reames, offering wealth management and investment advisory services. Profile.
Bert Reames Investment Advisors
Bert Reames Investment Advisors was founded by Bert Reames, who serves as the RIA's principal and investment advisor. The firm is registered with the Securities and Exchange Commission, meeting regulatory requirements for managing client assets. Its operations are likely focused on wealth management services. The firm's investment approach is typical of an RIA, offering discretionary and non-discretionary portfolio management. Services likely include financial planning, retirement planning, and estate planning. As a fee-based advisor, it may select from a range of mutual funds, ETFs, individual stocks, and bonds to construct portfolios. No publicly available information indicates the firm's total AUM, number of professionals, or specific offices. Without a website or LinkedIn presence, its scale and team composition remain undisclosed. The firm appears to be a smaller, regional RIA serving local clients. The firm's lack of public marketing suggests it may rely on referrals or a niche client base. As an SEC-registered advisor, it must file Form ADV with disclosures, but those details are not captured here.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Bert Reames Investment Advisors?
Bert Reames is the named principal and likely the investment advisor making portfolio decisions. The firm is named after him, indicating he controls investment strategy. No other professionals are publicly identified.
Is Bert Reames Investment Advisors structured as a single family office or an RIA?
The firm is registered as a Registered Investment Advisor (RIA) with the SEC, not a family office. RIAs operate under the Investment Advisers Act of 1940, serving multiple clients rather than a single family. This regulatory distinction means it manages assets for various individual and institutional clients.
How does Bert Reames Investment Advisors source investment opportunities?
As an RIA, the firm likely sources investments through traditional channels: using broker-dealer platforms, mutual fund families, and ETF providers. For individual securities, it may use research from third-party providers. Direct deal sourcing is unlikely given the firm's structure.
What investment stages does Bert Reames Investment Advisors typically target?
The firm likely focuses on publicly traded securities such as stocks, bonds, and mutual funds. It probably does not invest in private equity, venture capital, or direct real estate, as those require different registration and expertise. Client portfolios are built using liquid assets.
Does Bert Reames Investment Advisors participate in fund commitments or only direct deals?
The firm is an asset allocator, not a direct investor. It makes fund commitments by selecting mutual funds and ETFs for client portfolios. It may also invest in individual stocks and bonds. There is no evidence of direct private equity or venture capital commitments.
What sectors does Bert Reames Investment Advisors explicitly avoid?
No explicit sector restrictions are publicly disclosed. As a diversified RIA, it likely maintains broad market exposure across sectors. Without a stated investment mandate, any exclusions would be client-specific.
Where does Bert Reames Investment Advisors operate?
The firm's headquarters location is not publicly known. Its SEC registration indicates it is a US-based entity, likely in a single state. No branch offices have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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