$228.9M Total AUM
$228.9M Disc. AUM
-- 3Y CAGR
3 Employees
72 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-03-2020
- Office Locations
- 2
Office Locations
-- Isle OF Palms SC
-- Superior CO
About Reflection Asset Management
Reflection Asset Management is a boutique wealth and asset manager focused on thematic, values-aware portfolios. The firm builds customized strategies for high-net-worth individuals, endowed institutions, family offices, and fund sponsors using its proprietary “Reflective Investing” process—developed at Yale University—that evaluates stakeholder, environmental, and ethical alignment alongside traditional metrics.
Team overview
-- AVG AGE
$114.5M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JASON T BRITTON
Chief Executive Officer, President
- CRD
- #2977194
- Ownership
- 75% or more
Available
Available
Available
DENNIS RICHARD MASON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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B
BETSY M MOSZETER
--
- CRD
- #5192402
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,900,000 | $1,891,736 |
| Non-Discretionary | $0 | -- |
| Total | $228,900,000 | $1,891,736 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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