Reedmark Advisors, Llc
- Regulatory AUM
- $565M
- Discretionary
- $161M
- Clients
- 77
- Avg AUM / client
- $7.3M
- Accounts
- 77
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $2.0M | 0.36% |
| High net worth individuals | 28 | $78.1M | 13.8% |
| Pension and profit sharing plans | 36 | $475M | 84.2% |
| Charitable organizations | 2 | $9.1M | 1.61% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gulf Winds Credit Union 401 K Plan And Trust Gulf Winds Credit Union | 2024 | |
| Gibbons P.C. Thrift Savings Plan & Trust Gibbons P.C. | 2024 | |
| Actors' Fund Of America 401(k) Plan Actors' Fund Of America | 2024 | |
| Rgferrell Companies 401(k) Plan Ambulance Management Services Ltd | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Joseph Pascazio | Managing Member & Cco | Oct 2014 (12y) | 75% or more | |
| Travis Edward Sollinger | Registered representative | CFP | Dec 2024 (2y) | |
| Steven Carl Price | Registered representative | Feb 2025 (1y) | ||
| Vincent Ernest Zullo | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gulf Winds Credit Union 401 K Plan And Trust | Gulf Winds Credit Union | 221 | $14.1M | 01/01/2024 |
| Gibbons P.C. Thrift Savings Plan & Trust | Gibbons P.C. | 289 | $244M | 01/01/2024 |
| Actors' Fund Of America 401(k) Plan | Actors' Fund Of America | 324 | $36.6M | 01/01/2024 |
| Rgferrell Companies 401(k) Plan | Ambulance Management Services Ltd | 203 | $691K | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Trust Company $805M (63% of AUM) Mar 2022
- T. Rowe Price (Retirement Plan Services) $272M (48% of AUM) Mar 2026
- Hand Benefits & Trust $68.1M (12% of AUM) Mar 2026
- Assetmark Brokerage, Llc $56.9M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗