J.C. Reed Advisory Group, LLC (Franklin)


J.C. Reed Advisory Group, LLC is a large advisory firm based in Franklin. It manages $64 million of regulatory assets for 314 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Illinois, Indiana, Tennessee, and Texas.

J.C. Reed Advisory Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.C. Reed Advisory Group: assets under management

The assets under management (AUM) of J.C. Reed Advisory Group, LLC is $64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay J.C. Reed Advisory Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J.C. Reed Advisory Group, LLC

Barron Allen Mathis has been acting as President since 1 Jan 2006. Christina Crus Pischel joined the executive team most recently as the Chief Compliance Officer/ Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Cleveland Reed Chairman / ceo / chief compliance officer 1 Jan 2004 Other 1332103
Inc. J.C. Reed & Company Owner 1 Jan 2004 75% - 100% 20-3400834
Barron Allen Mathis Investment director 1 Jan 2005 Other 4670823
Barron Allen Mathis President 1 Jan 2006 Other 4670823
Christina Crus Pischel Chief compliance officer/ vice president 1 Aug 2008 Other 2640995

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Cleveland Reed Owner; ceo 1 Jul 2005 50% - 75% 1332103

Based in Franklin

The principal office where J.C. Reed Advisory Group, LLC performs its advisory services is located at 2555 Meridian Blvd, Franklin, TN 37067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-771-7988 or by fax 615-771-7989. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.jcreed.com.